Wunderlich Capital Managemnt’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,761
| Closed | -$1.51M | – | 95 |
|
|
2023
Q1 | $1.51M | Sell |
18,761
-1,714
| -8% | -$140K | 0.79% | 54 |
|
|
2022
Q4 | $1.59M | Buy |
20,475
+331
| +2% | +$26.8K | 0.89% | 51 |
|
|
2022
Q3 | $1.63M | Buy |
20,144
+446
| +2% | +$40.1K | 1.04% | 50 |
|
|
2022
Q2 | $1.77M | Sell |
19,698
-103
| -0.5% | -$10.4K | 1.03% | 50 |
|
|
2022
Q1 | $2.2M | Sell |
19,801
-428
| -2% | -$45.2K | 1.04% | 50 |
|
|
2021
Q4 | $2.09M | Buy |
20,229
+466
| +2% | +$54K | 0.93% | 55 |
|
|
2021
Q3 | $2.48M | Buy |
19,763
+948
| +5% | +$123K | 1.19% | 43 |
|
|
2021
Q2 | $2.34M | Buy |
18,815
+173
| +0.9% | +$21.7K | 1.18% | 45 |
|
|
2021
Q1 | $2.2M | Sell |
18,642
-359
| -2% | -$42.1K | 1.2% | 44 |
|
|
2020
Q4 | $2.23M | Sell |
19,001
-2
| -0% | -$220 | 1.23% | 35 |
|
|
2020
Q3 | $1.98M | Buy |
19,003
+190
| +1% | +$19.1K | 1.22% | 32 |
|
|
2020
Q2 | $1.73M | Buy |
18,813
+30
| +0.2% | +$2.88K | 1.21% | 32 |
|
|
2020
Q1 | $1.69M | Sell |
18,783
-1,129
| -6% | -$120K | 1.4% | 24 |
|
|
2019
Q4 | $2.26M | Sell |
19,912
-246
| -1% | -$27K | 1.42% | 20 |
|
|
2019
Q3 | $2.19M | Sell |
20,158
-45
| -0.2% | -$4.7K | 1.51% | 19 |
|
|
2019
Q2 | $1.97M | Buy |
20,203
+619
| +3% | +$56.5K | 1.31% | 32 |
|
|
2019
Q1 | $1.78M | Buy |
19,584
+355
| +2% | +$31.8K | 1.24% | 38 |
|
|
2018
Q4 | $1.75M | Sell |
19,229
-104
| -0.5% | -$9.72K | 1.34% | 29 |
|
|
2018
Q3 | $1.9M | Sell |
19,333
-871
| -4% | -$80.5K | 1.35% | 28 |
|
|
2018
Q2 | $1.73M | Buy |
20,204
+174
| +0.9% | +$14.5K | 1.2% | 34 |
|
|
2018
Q1 | $1.61M | Buy |
20,030
+34
| +0.2% | +$2.8K | 1.1% | 39 |
|
|
2017
Q4 | $1.61M | Buy |
19,996
+713
| +4% | +$57.1K | 1.12% | 44 |
|
|
2017
Q3 | $1.5M | Sell |
19,283
-128
| -0.7% | -$10.6K | 1.12% | 45 |
|
|
2017
Q2 | $1.72M | Sell |
19,411
-312
| -2% | -$26.3K | 1.29% | 25 |
|
|
2017
Q1 | $1.59M | Buy |
19,723
+457
| +2% | +$35.7K | 1.24% | 33 |
|
|
2016
Q4 | $1.37M | Buy |
19,266
+219
| +1% | +$17.2K | 1.12% | 51 |
|
|
2016
Q3 | $1.65M | Sell |
19,047
-383
| -2% | -$33.4K | 1.31% | 21 |
|
|
2016
Q2 | $1.69M | Sell |
19,430
-13
| -0.1% | -$1.05K | 1.43% | 13 |
|
|
2016
Q1 | $1.46M | Sell |
19,443
-32
| -0.2% | -$2.41K | 1.25% | 27 |
|
|
2015
Q4 | $1.5M | Buy |
19,475
+385
| +2% | +$29K | 1.29% | 24 |
|
|
2015
Q3 | $1.28M | Sell |
19,090
-135
| -0.7% | -$9.94K | 1.18% | 30 |
|
|
2015
Q2 | $1.42M | Sell |
19,225
-586
| -3% | -$44.8K | 1.38% | 22 |
|
|
2015
Q1 | $1.54M | Sell |
19,811
-1,073
| -5% | -$81.3K | 1.39% | 18 |
|
|
2014
Q4 | $1.51M | Sell |
20,884
-31
| -0.1% | -$2.15K | 1.28% | 19 |
|
|
2014
Q3 | $1.29M | Sell |
20,915
-176
| -0.8% | -$11.2K | 1.16% | 34 |
|
|
2014
Q2 | $1.34M | Buy |
21,091
+7
| +0% | +$425 | 1.23% | 28 |
|
|
2014
Q1 | $1.3M | Buy |
21,084
+189
| +0.9% | +$11K | 1.23% | 29 |
|
|
2013
Q4 | $1.2M | Buy |
+20,895
| New | +$1.18M | 1.15% | 43 |
|
Other funds holding MDT
Wunderlich Capital Managemnt's MDT Position: Q2 2023 in Review
Wunderlich Capital Managemnt sold out of Medtronic (MDT) in Q2 2023, closing a stake of 18,761 shares — an estimated $1.51M sold.
Wunderlich Capital Managemnt first reported a position in MDT in Q4 2013 and held it in 38 quarters. The position peaked at $2.48M in Q3 2021. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.
- Wunderlich Capital Managemnt reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
- Wunderlich Capital Managemnt sold 18,761 Medtronic shares in Q2 2023, an estimated $1.51M.
- Wunderlich Capital Managemnt first reported a position in Medtronic in Q4 2013 and held it in 38 quarters.
- Wunderlich Capital Managemnt's Medtronic position peaked at $2.48M in Q3 2021.
- 2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.
Based on Wunderlich Capital Managemnt's 13F filing for Q2 2023, filed 8 Aug 2023.