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BOS Asset Management’s Medtronic MDT Stock Holding History

BOS Asset 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
Q1 		– Sell
-2,748
Closed -$226K – 168
2023
Q4 		$226K Sell
2,748
-1,142
-29% -$87K 0.16% 140
2023
Q3 		$305K Sell
3,890
-428
-10% -$35.8K 0.22% 95
2023
Q2 		$380K Buy
4,318
+50
+1% +$4.3K 0.3% 74
2023
Q1 		$344K Buy
4,268
+101
+2% +$8.23K 0.29% 79
2022
Q4 		$324K Buy
+4,167
New +$338K 0.29% 87

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BOS Asset Management's MDT Position: Q1 2024 in Review

BOS Asset Management sold out of Medtronic (MDT) in Q1 2024, closing a stake of 2,748 shares — an estimated $226K sold.

BOS Asset Management first reported a position in MDT in Q4 2022 and held it in 5 quarters. The position peaked at $380K in Q2 2023. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • BOS Asset Management reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • BOS Asset Management sold 2,748 Medtronic shares in Q1 2024, an estimated $226K.
  • BOS Asset Management first reported a position in Medtronic in Q4 2022 and held it in 5 quarters.
  • BOS Asset Management's Medtronic position peaked at $380K in Q2 2023.
  • 2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on BOS Asset Management's 13F filing for Q1 2024, filed 7 May 2024.