SEC 13F Intelligence

Hall Private Wealth Advisors / MDT

Hall Private Wealth Advisors’s Medtronic PLC Position

Does Hall Private Wealth Advisors own Medtronic PLC (MDT)? Yes — 25.9K shares worth $2M (+1.36% of its 13F portfolio) as of Q3 2023, down from 47.0K shares the prior filed quarter.

Position Value
$2M
Q3 2023
Shares
25.9K
% of Portfolio
+1.36%
Quarters Held
11
currently held

Position History MDT

Reported value by quarter
Q1 ’21: $5MQ1 ’21Q2 ’21: $6MQ3 ’21: $6MQ3 ’21Q4 ’21: $5MQ1 ’22: $8MQ1 ’22Q2 ’22: $8MQ3 ’22: $7MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $2MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202325.9K$2M+1.36%
Q2 202347.0K$4M+2.24%
Q1 202352.4K$4M+2.20%
Q4 202253.4K$4M+2.36%
Q3 202284.1K$7M+3.91%
Q2 202285.0K$8M+4.28%
Q1 202272.9K$8M+4.32%
Q4 202150.1K$5M+3.22%
Q3 202150.8K$6M+4.06%
Q2 202149.9K$6M+4.03%
Q1 202142.4K$5M+4.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Private Wealth Advisors’s full portfolio or all institutional holders of MDT.