WealthSpring Partners’s Medtronic MDT Stock Holding History

WealthSpring Partners’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$362K	Buy	4,620 +4	+0.1%	+$335	0.27%	50
2023 Q2	$407K	Buy	4,616 +462	+11%	+$39.8K	0.29%	48
2023 Q1	$335K	Buy	4,154 +4	+0.1%	+$326	0.26%	56
2022 Q4	$323K	Buy	4,150 +804	+24%	+$65.2K	0.25%	61
2022 Q3	$270K	Buy	+3,346	New	+$301K	0.24%	62

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthSpring Partners's MDT Position: Q3 2023 in Review

WealthSpring Partners increased its Medtronic (MDT) stake by 0.09% in Q3 2023, buying an estimated $335 and bringing the position to 4,620 shares worth $362K. The position accounts for 0.27% of the portfolio, ranked #50.

WealthSpring Partners first reported a position in MDT in Q3 2022 and has held it in 5 quarters since. The position peaked at $407K in Q2 2023. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

WealthSpring Partners held 4,620 shares of Medtronic worth $362K as of Q3 2023.
WealthSpring Partners bought 4 Medtronic shares in Q3 2023, an estimated $335.
Medtronic made up 0.27% of WealthSpring Partners's portfolio in Q3 2023, its #50 holding.
WealthSpring Partners first reported a position in Medtronic in Q3 2022 and has held it in 5 quarters since.
WealthSpring Partners's Medtronic position peaked at $407K in Q2 2023.
1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.