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Clear Point Advisors’s Medtronic MDT Stock Holding History

Clear Point 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
Q4 		– Sell
-155
Closed -$14K – 368
2024
Q3 		$14K Hold
155
– – 0.01% 308
2024
Q2 		$12.2K Sell
155
-50
-24% -$4.1K 0.01% 309
2024
Q1 		$17.9K Hold
205
– – 0.01% 285
2023
Q4 		$16.9K Buy
+205
New +$15.6K 0.01% 281

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
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

Clear Point Advisors's MDT Position: Q4 2024 in Review

Clear Point Advisors sold out of Medtronic (MDT) in Q4 2024, closing a stake of 155 shares — an estimated $14K sold.

Clear Point Advisors first reported a position in MDT in Q4 2023 and held it in 4 quarters. The position peaked at $17.9K in Q1 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Clear Point Advisors reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 155 Medtronic shares in Q4 2024, an estimated $14K.
  • Clear Point Advisors first reported a position in Medtronic in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Medtronic position peaked at $17.9K in Q1 2024.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.