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Zeke Capital Advisors’s Medtronic MDT Stock Holding History

Zeke Capital Advisors’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 		$1.19M Sell
15,301
-1,157
-7% -$93.8K 0.08% 119
2022
Q3 		$1.33M Sell
16,458
-461
-3% -$41.4K 0.1% 101
2022
Q2 		$1.52M Sell
16,919
-162
-0.9% -$16.4K 0.1% 100
2022
Q1 		$1.9M Buy
17,081
+9,507
+126% +$1M 0.1% 94
2021
Q4 		$784K Buy
7,574
+4,324
+133% +$501K 0.05% 114
2021
Q3 		$407K Buy
3,250
+16
+0.5% +$2.07K 0.02% 170
2021
Q2 		$401K Sell
3,234
-1,628
-33% -$204K 0.03% 172
2021
Q1 		$574K Hold
4,862
– – 0.04% 120
2020
Q4 		$570K Sell
4,862
-1,583
-25% -$174K 0.05% 112
2020
Q3 		$670K Sell
6,445
-894
-12% -$89.8K 0.08% 86
2020
Q2 		$673K Buy
7,339
+2,094
+40% +$201K 0.13% 79
2020
Q1 		$473K Sell
5,245
-33,605
-86% -$3.58M 0.13% 98
2019
Q4 		$4.41M Sell
38,850
-3,987
-9% -$438K 0.37% 54
2019
Q3 		$4.65M Sell
42,837
-9,318
-18% -$972K 0.41% 49
2019
Q2 		$5.08M Buy
52,155
+8,923
+21% +$815K 0.48% 40
2019
Q1 		$3.94M Buy
43,232
+16,407
+61% +$1.47M 0.37% 58
2018
Q4 		$2.44M Sell
26,825
-24,228
-47% -$2.26M 0.23% 80
2018
Q3 		$5.02M Sell
51,053
-32
-0.1% -$2.96K 0.41% 44
2018
Q2 		$4.37M Sell
51,085
-18,761
-27% -$1.57M 0.41% 48
2018
Q1 		$5.6M Buy
69,846
+3,280
+5% +$271K 0.52% 35
2017
Q4 		$5.38M Buy
66,566
+21,950
+49% +$1.76M 0.56% 27
2017
Q3 		$3.47M Buy
44,616
+20,941
+88% +$1.74M 0.48% 38
2017
Q2 		$2.1M Buy
23,675
+4,735
+25% +$399K 0.41% 38
2017
Q1 		$1.53M Buy
18,940
+7,761
+69% +$606K 0.31% 41
2016
Q4 		$796K Buy
11,179
+7,997
+251% +$628K 0.22% 55
2016
Q3 		$265K Buy
+3,182
New +$277K 0.12% 66

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zeke Capital Advisors's MDT Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Medtronic (MDT) stake by 7% in Q4 2022, selling an estimated $93.8K and leaving 15,301 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #119.

Zeke Capital Advisors first reported a position in MDT in Q3 2016 and has held it in 26 quarters since. The position peaked at $5.6M in Q1 2018. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Zeke Capital Advisors held 15,301 shares of Medtronic worth $1.19M as of Q4 2022.
  • Zeke Capital Advisors sold 1,157 Medtronic shares in Q4 2022, an estimated $93.8K.
  • Medtronic made up 0.08% of Zeke Capital Advisors's portfolio in Q4 2022, its #119 holding.
  • Zeke Capital Advisors first reported a position in Medtronic in Q3 2016 and has held it in 26 quarters since.
  • Zeke Capital Advisors's Medtronic position peaked at $5.6M in Q1 2018.
  • 1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.