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Bourgeon Capital Management’s Medtronic MDT Stock Holding History

Bourgeon Capital 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
2025
Q1 		– Sell
-137,535
Closed -$11M – 122
2024
Q4 		$11M Sell
137,535
-1,897
-1% -$164K 2.05% 18
2024
Q3 		$12.6M Sell
139,432
-2,429
-2% -$204K 2.41% 13
2024
Q2 		$11.2M Buy
141,861
+724
+0.5% +$59.4K 2.19% 17
2024
Q1 		$12.3M Buy
141,137
+968
+0.7% +$82.6K 2.41% 13
2023
Q4 		$11.5M Sell
140,169
-477
-0.3% -$36.4K 2.55% 10
2023
Q3 		$11M Sell
140,646
-1,507
-1% -$126K 2.59% 10
2023
Q2 		$12.5M Buy
142,153
+1,102
+0.8% +$94.9K 2.92% 8
2023
Q1 		$11.4M Buy
141,051
+4,031
+3% +$329K 2.71% 10
2022
Q4 		$10.6M Buy
137,020
+229
+0.2% +$18.6K 2.61% 13
2022
Q3 		$11M Buy
136,791
+1,642
+1% +$148K 3.04% 8
2022
Q2 		$12.1M Sell
135,149
-557
-0.4% -$56.4K 3.21% 6
2022
Q1 		$15.1M Buy
135,706
+54,694
+68% +$5.78M 3.41% 3
2021
Q4 		$8.38M Sell
81,012
-30,348
-27% -$3.51M 1.73% 22
2021
Q3 		$14M Sell
111,360
-537
-0.5% -$69.5K 2.98% 7
2021
Q2 		$13.9M Buy
111,897
+7,020
+7% +$881K 2.99% 7
2021
Q1 		$12.4M Buy
104,877
+25,815
+33% +$3.03M 2.75% 6
2020
Q4 		$9.26M Sell
79,062
-233
-0.3% -$25.6K 2.29% 17
2020
Q3 		$8.24M Buy
+79,295
New +$7.96M 2.5% 16

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bourgeon Capital Management's MDT Position: Q1 2025 in Review

Bourgeon Capital Management sold out of Medtronic (MDT) in Q1 2025, closing a stake of 137,535 shares — an estimated $11M sold.

Bourgeon Capital Management first reported a position in MDT in Q3 2020 and held it in 18 quarters. The position peaked at $15.1M in Q1 2022. 2,171 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

  • Bourgeon Capital Management reported no remaining Medtronic position as of Q1 2025 after selling out during the quarter.
  • Bourgeon Capital Management sold 137,535 Medtronic shares in Q1 2025, an estimated $11M.
  • Bourgeon Capital Management first reported a position in Medtronic in Q3 2020 and held it in 18 quarters.
  • Bourgeon Capital Management's Medtronic position peaked at $15.1M in Q1 2022.
  • 2,171 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Bourgeon Capital Management's 13F filing for Q1 2025, filed 9 Apr 2025.