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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

MDT holding history

Medtronic plc in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDT overviewAll 13F holders of MDTFull Q3 2022 holdings

Shares (Q3 2022)
31,546
Value
$2.55M
% of portfolio
0.7%
Quarters held
7
Since Q1 2021
Holdings of MDT by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202231,546$2.55M0.7%−853−2.6%ReducedHolders
Q2 202232,399$2.91M0.8%+2,059+6.8%AddedHolders
Q1 202230,340$3.37M0.8%−4,378−12.6%ReducedHolders
Q4 202134,718$3.59M0.9%−1,747−4.8%ReducedHolders
Q3 202136,465$4.57M1.2%+1,915+5.5%AddedHolders
Q2 202134,550$4.29M1.1%−1,017−2.9%ReducedHolders
Q1 202135,567$4.20M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.