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BBR Partners’s Medtronic MDT Stock Holding History

BBR Partners’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
Q2 		– Sell
-2,514
Closed -$219K – 245
2024
Q1 		$219K Buy
+2,514
New +$215K 0.02% 231
2020
Q1 		– Sell
-2,264
Closed -$257K – 185
2019
Q4 		$257K Buy
2,264
+150
+7% +$16.5K 0.03% 161
2019
Q3 		$230K Sell
2,114
-391
-16% -$40.8K 0.04% 116
2019
Q2 		$244K Buy
+2,505
New +$229K 0.04% 108
2018
Q4 		– Sell
-2,225
Closed -$219K – 141
2018
Q3 		$219K Buy
+2,225
New +$206K 0.03% 101

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BBR Partners's MDT Position: Q2 2024 in Review

BBR Partners sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,514 shares — an estimated $219K sold.

BBR Partners first reported a position in MDT in Q3 2018 and held it in 5 quarters. The position peaked at $257K in Q4 2019. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • BBR Partners reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • BBR Partners sold 2,514 Medtronic shares in Q2 2024, an estimated $219K.
  • BBR Partners first reported a position in Medtronic in Q3 2018 and held it in 5 quarters.
  • BBR Partners's Medtronic position peaked at $257K in Q4 2019.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on BBR Partners's 13F filing for Q2 2024, filed 5 Aug 2024.