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AAFMAA Wealth Management & Trust’s Medtronic MDT Stock Holding History

AAFMAA Wealth Management & Trust’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
Q3 		– Sell
-15,200
Closed -$1.2M – 75
2024
Q2 		$1.2M Hold
15,200
– – 0.59% 58
2024
Q1 		$1.32M Hold
15,200
– – 0.72% 45
2023
Q4 		$1.25M Hold
15,200
– – 0.71% 43
2023
Q3 		$1.19M Hold
15,200
– – 1.11% 37
2023
Q2 		$1.34M Hold
15,200
– – 1.11% 35
2023
Q1 		$1.23M Hold
15,200
– – 0.98% 35
2022
Q4 		$1.18M Hold
15,200
– – 1.07% 36
2022
Q3 		$1.23M Hold
15,200
– – 0.9% 37
2022
Q2 		$1.36M Buy
+15,200
New +$1.54M 0.92% 36

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AAFMAA Wealth Management & Trust's MDT Position: Q3 2024 in Review

AAFMAA Wealth Management & Trust sold out of Medtronic (MDT) in Q3 2024, closing a stake of 15,200 shares — an estimated $1.2M sold.

AAFMAA Wealth Management & Trust first reported a position in MDT in Q2 2022 and held it in 9 quarters. The position peaked at $1.36M in Q2 2022. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • AAFMAA Wealth Management & Trust reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 15,200 Medtronic shares in Q3 2024, an estimated $1.2M.
  • AAFMAA Wealth Management & Trust first reported a position in Medtronic in Q2 2022 and held it in 9 quarters.
  • AAFMAA Wealth Management & Trust's Medtronic position peaked at $1.36M in Q2 2022.
  • 2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2024, filed 16 Oct 2024.