Alera Investment Advisors’s Medtronic MDT Stock Holding History

Alera Investment Advisors’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	$216K	Buy	+2,399	New	+$202K	0.03%	260
2024 Q2	–	Sell	-10,083	Closed	-$879K	–	287
2024 Q1	$879K	Buy	10,083 +745	+8%	+$63.6K	0.12%	74
2023 Q4	$769K	Sell	9,338 -961	-9%	-$73.2K	0.1%	85
2023 Q3	$807K	Sell	10,299 -171	-2%	-$14.3K	0.13%	67
2023 Q2	$922K	Buy	10,470 +1,844	+21%	+$159K	0.2%	60
2023 Q1	$695K	Buy	8,626 +1,857	+27%	+$151K	0.16%	80
2022 Q4	$526K	Sell	6,769 -286	-4%	-$23.2K	0.12%	104
2022 Q3	$570K	Buy	7,055 +375	+6%	+$33.7K	0.16%	88
2022 Q2	$599K	Buy	6,680 +449	+7%	+$45.5K	0.17%	89
2022 Q1	$691K	Buy	+6,231	New	+$658K	0.16%	88
2019 Q2	–	Sell	-512	Closed	-$47K	–	621
2019 Q1	$47K	Sell	512 -115	-18%	-$10.3K	0.02%	170
2018 Q4	$57K	Buy	+627	New	+$58.6K	0.03%	161

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alera Investment Advisors's MDT Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Medtronic (MDT) in Q3 2024: 2,399 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #260 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in MDT as recently as Q1 2024.

Alera Investment Advisors first reported a position in MDT in Q4 2018 and has held it in 12 quarters since. The position peaked at $922K in Q2 2023. 2,064 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

Alera Investment Advisors held 2,399 shares of Medtronic worth $216K as of Q3 2024.
Medtronic was a new Alera Investment Advisors position in Q3 2024.
Medtronic made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #260 holding.
Alera Investment Advisors first reported a position in Medtronic in Q4 2018 and has held it in 12 quarters since.
Alera Investment Advisors's Medtronic position peaked at $922K in Q2 2023.
2,064 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.