AIM
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AMI Investment Management’s Medtronic MDT Stock Holding History

AMI Investment 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
-35,844
Closed -$2.82M – 73
2024
Q2 		$2.82M Buy
35,844
+680
+2% +$55.7K 0.98% 32
2024
Q1 		$3.07M Buy
35,164
+1,716
+5% +$146K 1.12% 32
2023
Q4 		$2.76M Buy
33,448
+3,951
+13% +$301K 1.12% 31
2023
Q3 		$2.31M Buy
+29,497
New +$2.47M 1.04% 37

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

AMI Investment Management's MDT Position: Q3 2024 in Review

AMI Investment Management sold out of Medtronic (MDT) in Q3 2024, closing a stake of 35,844 shares — an estimated $2.82M sold.

AMI Investment Management first reported a position in MDT in Q3 2023 and held it in 4 quarters. The position peaked at $3.07M in Q1 2024. 2,064 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • AMI Investment Management reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • AMI Investment Management sold 35,844 Medtronic shares in Q3 2024, an estimated $2.82M.
  • AMI Investment Management first reported a position in Medtronic in Q3 2023 and held it in 4 quarters.
  • AMI Investment Management's Medtronic position peaked at $3.07M in Q1 2024.
  • 2,064 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on AMI Investment Management's 13F filing for Q3 2024, filed 4 Oct 2024.