America First Investment Advisors’s Medtronic MDT Stock Holding History

America First 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	–	Sell	-695	Closed	-$54.7K	–	60
2024 Q2	$54.7K	Hold	695	–	–	0.01%	54
2024 Q1	$60.6K	Hold	695	–	–	0.01%	54
2023 Q4	$57.3K	Hold	695	–	–	0.02%	54
2023 Q3	$54.5K	Hold	695	–	–	0.02%	51
2023 Q2	$61.2K	Hold	695	–	–	0.02%	51
2023 Q1	$56K	Hold	695	–	–	0.02%	51
2022 Q4	$54K	Hold	695	–	–	0.02%	53
2022 Q3	$56K	Hold	695	–	–	0.02%	48
2022 Q2	$62K	Hold	695	–	–	0.02%	48
2022 Q1	$77K	Hold	695	–	–	0.02%	48
2021 Q4	$72K	Hold	695	–	–	0.02%	50
2021 Q3	$87K	Hold	695	–	–	0.03%	49
2021 Q2	$86K	Hold	695	–	–	0.03%	50
2021 Q1	$82K	Hold	695	–	–	0.02%	50
2020 Q4	$81K	Hold	695	–	–	0.02%	48
2020 Q3	$72K	Hold	695	–	–	0.02%	49
2020 Q2	$64K	Hold	695	–	–	0.02%	53
2020 Q1	$63K	Hold	695	–	–	0.02%	50
2019 Q4	$79K	Hold	695	–	–	0.02%	51
2019 Q3	$75K	Hold	695	–	–	0.02%	53
2019 Q2	$68K	Hold	695	–	–	0.02%	54
2019 Q1	$63K	Hold	695	–	–	0.02%	55
2018 Q4	$63K	Hold	695	–	–	0.02%	53
2018 Q3	$68K	Hold	695	–	–	0.02%	55
2018 Q2	$59K	Hold	695	–	–	0.02%	58
2018 Q1	$56K	Sell	695 -100	-13%	-$8.25K	0.02%	58
2017 Q4	$64K	Hold	795	–	–	0.02%	56
2017 Q3	$62K	Hold	795	–	–	0.02%	57
2017 Q2	$71K	Buy	795 +100	+14%	+$8.43K	0.03%	56
2017 Q1	$56K	Hold	695	–	–	0.02%	67
2016 Q4	$50K	Buy	+695	New	+$54.6K	0.02%	61

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

America First Investment Advisors's MDT Position: Q3 2024 in Review

America First Investment Advisors sold out of Medtronic (MDT) in Q3 2024, closing a stake of 695 shares — an estimated $54.7K sold.

America First Investment Advisors first reported a position in MDT in Q4 2016 and held it in 31 quarters. The position peaked at $87K in Q3 2021. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

America First Investment Advisors reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
America First Investment Advisors sold 695 Medtronic shares in Q3 2024, an estimated $54.7K.
America First Investment Advisors first reported a position in Medtronic in Q4 2016 and held it in 31 quarters.
America First Investment Advisors's Medtronic position peaked at $87K in Q3 2021.
2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.