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AAF Wealth Management’s Medtronic MDT Stock Holding History

AAF Wealth Management’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
2024
Q1 		– Sell
-2,677
Closed -$221K – 49
2023
Q4 		$221K Buy
+2,677
New +$204K 0.13% 43
2023
Q3 		– Sell
-2,616
Closed -$230K – 48
2023
Q2 		$230K Sell
2,616
-47
-2% -$4.05K 0.14% 40
2023
Q1 		$215K Buy
+2,663
New +$217K 0.14% 41

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAF Wealth Management's MDT Position: Q1 2024 in Review

AAF Wealth Management sold out of Medtronic (MDT) in Q1 2024, closing a stake of 2,677 shares — an estimated $221K sold.

AAF Wealth Management first reported a position in MDT in Q1 2023 and held it in 3 quarters. The position peaked at $230K in Q2 2023. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • AAF Wealth Management reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • AAF Wealth Management sold 2,677 Medtronic shares in Q1 2024, an estimated $221K.
  • AAF Wealth Management first reported a position in Medtronic in Q1 2023 and held it in 3 quarters.
  • AAF Wealth Management's Medtronic position peaked at $230K in Q2 2023.
  • 2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on AAF Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.