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Biechele Royce Advisors’s Medtronic MDT Stock Holding History

Biechele Royce 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 		$17.8M Buy
197,754
+7,612
+4% +$640K 5.87% 5
2024
Q2 		$15M Buy
190,142
+9,681
+5% +$794K 5.05% 6
2024
Q1 		$15.7M Buy
180,461
+1,113
+0.6% +$95K 5.22% 7
2023
Q4 		$14.8M Buy
179,348
+16,343
+10% +$1.25M 4.84% 7
2023
Q3 		$12.8M Buy
163,005
+8,876
+6% +$743K 4.71% 9
2023
Q2 		$13.6M Buy
154,129
+19,366
+14% +$1.67M 4.73% 7
2023
Q1 		$10.9M Buy
134,763
+15,244
+13% +$1.24M 4.04% 11
2022
Q4 		$9.29M Buy
+119,519
New +$9.69M 3.79% 12

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

Biechele Royce Advisors's MDT Position: Q3 2024 in Review

Biechele Royce Advisors increased its Medtronic (MDT) stake by 4% in Q3 2024, buying an estimated $640K and bringing the position to 197,754 shares worth $17.8M. The position accounts for 5.87% of the portfolio, ranked #5.

Biechele Royce Advisors first reported a position in MDT in Q4 2022 and has held it in 8 quarters since. 2,064 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Biechele Royce Advisors held 197,754 shares of Medtronic worth $17.8M as of Q3 2024.
  • Biechele Royce Advisors bought 7,612 Medtronic shares in Q3 2024, an estimated $640K.
  • Medtronic made up 5.87% of Biechele Royce Advisors's portfolio in Q3 2024, its #5 holding.
  • Biechele Royce Advisors first reported a position in Medtronic in Q4 2022 and has held it in 8 quarters since.
  • 2,064 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Biechele Royce Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.