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Barry Investment Advisors’s Medtronic MDT Stock Holding History

Barry 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
Q4 		– Sell
-5,354
Closed -$482K – 115
2024
Q3 		$482K Sell
5,354
-920
-15% -$77.4K 0.15% 72
2024
Q2 		$494K Sell
6,274
-2,030
-24% -$166K 0.17% 72
2024
Q1 		$724K Sell
8,304
-450
-5% -$38.4K 0.24% 53
2023
Q4 		$727K Sell
8,754
-485
-5% -$37K 0.25% 51
2023
Q3 		$731K Sell
9,239
-477
-5% -$39.9K 0.26% 55
2023
Q2 		$863K Sell
9,716
-257
-3% -$22.1K 0.29% 54
2023
Q1 		$808K Sell
9,973
-2
-0% -$163 0.26% 59
2022
Q4 		$775K Buy
9,975
+174
+2% +$14.1K 0.24% 61
2022
Q3 		$791K Buy
9,801
+361
+4% +$32.4K 0.27% 52
2022
Q2 		$853K Sell
9,440
-1,639
-15% -$166K 0.26% 56
2022
Q1 		$1.23M Buy
11,079
+3,589
+48% +$379K 0.33% 47
2021
Q4 		$775K Buy
7,490
+4,150
+124% +$481K 0.2% 57
2021
Q3 		$421K Buy
3,340
+2
+0.1% +$259 0.12% 81
2021
Q2 		$414K Sell
3,338
-92
-3% -$11.6K 0.11% 78
2021
Q1 		$405K Buy
3,430
+4
+0.1% +$469 0.11% 77
2020
Q4 		$403K Buy
3,426
+2
+0.1% +$220 0.12% 76
2020
Q3 		$358K Buy
3,424
+522
+18% +$52.4K 0.12% 57
2020
Q2 		$266K Buy
+2,902
New +$278K 0.09% 64
2020
Q1 		– Sell
-1,816
Closed -$214K – 75
2019
Q4 		$214K Buy
+1,816
New +$199K 0.08% 64
2015
Q2 		– Sell
-4,096
Closed -$319K – 61
2015
Q1 		$319K Sell
4,096
-105,939
-96% -$8.03M 0.1% 64
2014
Q4 		$7.94M Buy
+110,035
New +$7.64M 2.58% 15

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barry Investment Advisors's MDT Position: Q4 2024 in Review

Barry Investment Advisors sold out of Medtronic (MDT) in Q4 2024, closing a stake of 5,354 shares — an estimated $482K sold.

Barry Investment Advisors first reported a position in MDT in Q4 2014 and held it in 21 quarters. The position peaked at $7.94M in Q4 2014. 2,130 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Barry Investment Advisors reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Barry Investment Advisors sold 5,354 Medtronic shares in Q4 2024, an estimated $482K.
  • Barry Investment Advisors first reported a position in Medtronic in Q4 2014 and held it in 21 quarters.
  • Barry Investment Advisors's Medtronic position peaked at $7.94M in Q4 2014.
  • 2,130 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Barry Investment Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.