Skip to content
Disclosery

Avalon Investment & Advisory: MDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on MDT, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 160,295 MDT shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 160,295 shares
    Change vs previous 13F +133,039 shares

    0.35% of the 13F portfolio, value $12,922,983.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 27,256 shares
    Change vs previous 13F -178,198 shares

    0.06% of the 13F portfolio, value $2,118,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 205,454 shares
    Change vs previous 13F -155,936 shares

    0.51% of the 13F portfolio, value $16,590,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 361,390 shares
    Change vs previous 13F +13,892 shares

    0.91% of the 13F portfolio, value $32,435,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 347,498 shares
    Change vs previous 13F +241,991 shares

    0.93% of the 13F portfolio, value $38,555,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 105,507 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $10,915,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).