Connectus Wealth’s Medtronic MDT Stock Holding History

Connectus Wealth’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	$620K	Sell	7,114 -3,693	-34%	-$315K	0.02%	277
2023 Q4	$891K	Sell	10,807 -1,349	-11%	-$103K	0.02%	352
2023 Q3	$953K	Sell	12,156 -318	-3%	-$26.6K	0.02%	317
2023 Q2	$1.1M	Buy	12,474 +167	+1%	+$14.4K	0.03%	274
2023 Q1	$993K	Sell	12,307 -974	-7%	-$79.4K	0.02%	286
2022 Q4	$1.03M	Sell	13,281 -8,818	-40%	-$715K	0.02%	287
2022 Q3	$1.78M	Sell	22,099 -19,935	-47%	-$1.79M	0.04%	268
2022 Q2	$3.78M	Buy	42,034 +14,511	+53%	+$1.47M	0.09%	165
2022 Q1	$2.85M	Sell	27,523 -21,414	-44%	-$2.26M	0.09%	133
2021 Q4	$5.07M	Buy	+48,937	New	+$5.67M	0.2%	76

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Connectus Wealth's MDT Position: Q1 2024 in Review

Connectus Wealth reduced its Medtronic (MDT) stake by 34% in Q1 2024, selling an estimated $315K and leaving 7,114 shares worth $620K. The position accounts for 0.02% of the portfolio, ranked #277.

Connectus Wealth first reported a position in MDT in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.07M in Q4 2021. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

Connectus Wealth held 7,114 shares of Medtronic worth $620K as of Q1 2024.
Connectus Wealth sold 3,693 Medtronic shares in Q1 2024, an estimated $315K.
Medtronic made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #277 holding.
Connectus Wealth first reported a position in Medtronic in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's Medtronic position peaked at $5.07M in Q4 2021.
2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.