Carmichael Hill & Associates’s Medtronic MDT Stock Holding History

Carmichael Hill & Associates’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	$375K	Buy	4,168 +110	+3%	+$9.25K	0.13%	124
2024 Q2	$319K	Hold	4,058	–	–	0.13%	129
2024 Q1	$354K	Hold	4,058	–	–	0.14%	119
2023 Q4	$334K	Sell	4,058 -163	-4%	-$12.4K	0.14%	123
2023 Q3	$331K	Buy	4,221 +200	+5%	+$16.7K	0.15%	116
2023 Q2	$354K	Sell	4,021 -450	-10%	-$38.7K	0.16%	111
2023 Q1	$360K	Hold	4,471	–	–	0.17%	106
2022 Q4	$348K	Hold	4,471	–	–	0.18%	107
2022 Q3	$361K	Hold	4,471	–	–	0.19%	103
2022 Q2	$401K	Hold	4,471	–	–	0.21%	98
2022 Q1	$496K	Hold	4,471	–	–	0.23%	90
2021 Q4	$463K	Hold	4,471	–	–	0.21%	106
2021 Q3	$561K	Sell	4,471 -50	-1%	-$6.47K	0.28%	78
2021 Q2	$561K	Sell	4,521 -15	-0.3%	-$1.88K	0.28%	72
2021 Q1	$536K	Hold	4,536	–	–	0.3%	73
2020 Q4	$531K	Buy	4,536 +26	+0.6%	+$2.86K	0.31%	70
2020 Q3	$469K	Buy	4,510 +137	+3%	+$13.8K	0.31%	68
2020 Q2	$401K	Hold	4,373	–	–	0.29%	75
2020 Q1	$394K	Hold	4,373	–	–	0.34%	64
2019 Q4	$496K	Buy	4,373 +300	+7%	+$32.9K	0.35%	65
2019 Q3	$442K	Buy	4,073 +33	+0.8%	+$3.44K	0.44%	63
2019 Q2	$394K	Hold	4,040	–	–	0.39%	66
2019 Q1	$368K	Sell	4,040 -101	-2%	-$9.04K	0.38%	74
2018 Q4	$377K	Sell	4,141 -200	-5%	-$18.7K	0.43%	67
2018 Q3	$427K	Hold	4,341	–	–	0.41%	66
2018 Q2	$372K	Hold	4,341	–	–	0.4%	71
2018 Q1	$348K	Hold	4,341	–	–	0.38%	75
2017 Q4	$350K	Buy	+4,341	New	+$348K	0.38%	73

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carmichael Hill & Associates's MDT Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Medtronic (MDT) stake by 2.7% in Q3 2024, buying an estimated $9.25K and bringing the position to 4,168 shares worth $375K. The position accounts for 0.13% of the portfolio, ranked #124.

Carmichael Hill & Associates first reported a position in MDT in Q4 2017 and has held it in 28 quarters since. The position peaked at $561K in Q3 2021. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

Carmichael Hill & Associates held 4,168 shares of Medtronic worth $375K as of Q3 2024.
Carmichael Hill & Associates bought 110 Medtronic shares in Q3 2024, an estimated $9.25K.
Medtronic made up 0.13% of Carmichael Hill & Associates's portfolio in Q3 2024, its #124 holding.
Carmichael Hill & Associates first reported a position in Medtronic in Q4 2017 and has held it in 28 quarters since.
Carmichael Hill & Associates's Medtronic position peaked at $561K in Q3 2021.
2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.