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YorkBridge Wealth Partners’s Medtronic MDT Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$246K Sell
3,163
-98
-3% -$7.94K 0.06% 222
2022
Q3 		$263K Buy
3,261
+193
+6% +$17.3K 0.07% 223
2022
Q2 		$275K Buy
3,068
+113
+4% +$11.4K 0.07% 213
2022
Q1 		$328K Sell
2,955
-18
-0.6% -$1.9K 0.07% 221
2021
Q4 		$308K Sell
2,973
-10
-0.3% -$1.16K 0.07% 228
2021
Q3 		$374K Hold
2,983
– – 0.09% 177
2021
Q2 		$370K Buy
2,983
+14
+0.5% +$1.76K 0.1% 165
2021
Q1 		$351K Sell
2,969
-194
-6% -$22.7K 0.1% 167
2020
Q4 		$371K Sell
3,163
-93
-3% -$10.2K 0.12% 131
2020
Q3 		$338K Sell
3,256
-100
-3% -$10K 0.14% 128
2020
Q2 		$308K Buy
3,356
+7
+0.2% +$671 0.14% 130
2020
Q1 		$302K Sell
3,349
-65
-2% -$6.92K 0.19% 117
2019
Q4 		$387K Sell
3,414
-35
-1% -$3.84K 0.18% 124
2019
Q3 		$375K Sell
3,449
-949
-22% -$99K 0.19% 118
2019
Q2 		$428K Buy
4,398
+39
+0.9% +$3.56K 0.19% 108
2019
Q1 		$397K Buy
4,359
+249
+6% +$22.3K 0.18% 112
2018
Q4 		$374K Hold
4,110
– – 0.2% 111
2018
Q3 		$409K Sell
4,110
-1,106
-21% -$102K 0.19% 112
2018
Q2 		$447K Sell
5,216
-26
-0.5% -$2.17K 0.2% 107
2018
Q1 		$418K Sell
5,242
-99
-2% -$8.17K 0.19% 110
2017
Q4 		$435K Sell
5,341
-994
-16% -$79.6K 0.21% 104
2017
Q3 		$493K Sell
6,335
-409
-6% -$34K 0.26% 89
2017
Q2 		$599K Sell
6,744
-365
-5% -$30.8K 0.32% 77
2017
Q1 		$602K Sell
7,109
-1,577
-18% -$123K 0.32% 77
2016
Q4 		$656K Buy
+8,686
New +$682K 0.39% 72

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

YorkBridge Wealth Partners's MDT Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Medtronic (MDT) stake by 3% in Q4 2022, selling an estimated $7.94K and leaving 3,163 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #222.

YorkBridge Wealth Partners first reported a position in MDT in Q4 2016 and has held it in 25 quarters since. The position peaked at $656K in Q4 2016. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • YorkBridge Wealth Partners held 3,163 shares of Medtronic worth $246K as of Q4 2022.
  • YorkBridge Wealth Partners sold 98 Medtronic shares in Q4 2022, an estimated $7.94K.
  • Medtronic made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #222 holding.
  • YorkBridge Wealth Partners first reported a position in Medtronic in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Medtronic position peaked at $656K in Q4 2016.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.