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Abich Financial Wealth Management’s Medtronic MDT Stock Holding History

Abich Financial 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
Q3 		– Sell
-232
Closed -$18.3K – 680
2024
Q2 		$18.3K Buy
+232
New +$19K 0.01% 228
2024
Q1 		– Sell
-1,208
Closed -$99.5K – 593
2023
Q4 		$99.5K Buy
+1,208
New +$92.1K 0.1% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Abich Financial Wealth Management's MDT Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Medtronic (MDT) in Q3 2024, closing a stake of 232 shares — an estimated $18.3K sold.

Abich Financial Wealth Management first reported a position in MDT in Q4 2023 and held it in 2 quarters. The position peaked at $99.5K in Q4 2023. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 232 Medtronic shares in Q3 2024, an estimated $18.3K.
  • Abich Financial Wealth Management first reported a position in Medtronic in Q4 2023 and held it in 2 quarters.
  • Abich Financial Wealth Management's Medtronic position peaked at $99.5K in Q4 2023.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.