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Cedar Brook Financial Partners’s Medtronic MDT Stock Holding History

Cedar Brook Financial 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
-4,354
Closed -$379K – 255
2024
Q1 		$379K Sell
4,354
-1
-0% -$85 0.08% 265
2023
Q4 		$379K Sell
4,355
-190
-4% -$14.5K 0.08% 236
2023
Q3 		$356K Sell
4,545
-12
-0.3% -$1K 0.09% 219
2023
Q2 		$401K Sell
4,557
-15
-0.3% -$1.29K 0.1% 217
2023
Q1 		$369K Buy
4,572
+539
+13% +$43.9K 0.09% 233
2022
Q4 		$313K Buy
4,033
+84
+2% +$6.81K 0.09% 259
2022
Q3 		$319K Buy
3,949
+313
+9% +$28.1K 0.1% 231
2022
Q2 		$326K Sell
3,636
-102
-3% -$10.3K 0.1% 226
2022
Q1 		$415K Sell
3,738
-342
-8% -$36.1K 0.11% 209
2021
Q4 		$422K Buy
4,080
+1,154
+39% +$134K 0.11% 210
2021
Q3 		$367K Sell
2,926
-1,460
-33% -$189K 0.11% 212
2021
Q2 		$544K Buy
4,386
+112
+3% +$14.1K 0.16% 166
2021
Q1 		$505K Buy
4,274
+108
+3% +$12.7K 0.17% 143
2020
Q4 		$488K Buy
4,166
+139
+3% +$15.3K 0.17% 141
2020
Q3 		$418K Buy
4,027
+208
+5% +$20.9K 0.16% 157
2020
Q2 		$350K Sell
3,819
-102
-3% -$9.78K 0.16% 167
2020
Q1 		$354K Buy
3,921
+16
+0.4% +$1.7K 0.2% 151
2019
Q4 		$443K Buy
3,905
+69
+2% +$7.57K 0.19% 148
2019
Q3 		$417K Buy
3,836
+233
+6% +$24.3K 0.18% 169
2019
Q2 		$351K Buy
3,603
+36
+1% +$3.29K 0.16% 180
2019
Q1 		$325K Sell
3,567
-190
-5% -$17K 0.16% 190
2018
Q4 		$342K Buy
+3,757
New +$351K 0.21% 158

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cedar Brook Financial Partners's MDT Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Medtronic (MDT) in Q2 2024, closing a stake of 4,354 shares — an estimated $379K sold.

Cedar Brook Financial Partners first reported a position in MDT in Q4 2018 and held it in 22 quarters. The position peaked at $544K in Q2 2021. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,354 Medtronic shares in Q2 2024, an estimated $379K.
  • Cedar Brook Financial Partners first reported a position in Medtronic in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Medtronic position peaked at $544K in Q2 2021.
  • 2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.