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Cornell Pochily Investment Advisors’s Medtronic MDT Stock Holding History

Cornell Pochily Investment 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
-2,751
Closed -$248K – 177
2024
Q3 		$248K Sell
2,751
-248
-8% -$20.9K 0.09% 161
2024
Q2 		$236K Sell
2,999
-280
-9% -$23K 0.09% 157
2024
Q1 		$286K Sell
3,279
-1,252
-28% -$107K 0.11% 144
2023
Q4 		$373K Sell
4,531
-1,663
-27% -$127K 0.15% 129
2023
Q3 		$485K Buy
6,194
+11
+0.2% +$921 0.21% 106
2023
Q2 		$545K Sell
6,183
-144
-2% -$12.4K 0.22% 104
2023
Q1 		$510K Buy
6,327
+1
+0% +$82 0.22% 108
2022
Q4 		$492K Sell
6,326
-1,121
-15% -$90.9K 0.22% 108
2022
Q3 		$601K Buy
7,447
+30
+0.4% +$2.7K 0.26% 97
2022
Q2 		$666K Buy
7,417
+239
+3% +$24.2K 0.3% 93
2022
Q1 		$796K Buy
7,178
+260
+4% +$27.5K 0.31% 89
2021
Q4 		$716K Sell
6,918
-319
-4% -$36.9K 0.28% 91
2021
Q3 		$907K Buy
7,237
+84
+1% +$10.9K 0.39% 74
2021
Q2 		$888K Sell
7,153
-786
-10% -$98.7K 0.39% 70
2021
Q1 		$938K Sell
7,939
-297
-4% -$34.8K 0.45% 61
2020
Q4 		$965K Buy
8,236
+268
+3% +$29.5K 0.46% 59
2020
Q3 		$828K Buy
7,968
+43
+0.5% +$4.32K 0.47% 61
2020
Q2 		$727K Buy
7,925
+41
+0.5% +$3.93K 0.45% 61
2020
Q1 		$712K Buy
7,884
+261
+3% +$27.8K 0.53% 57
2019
Q4 		$865K Sell
7,623
-196
-3% -$21.5K 0.52% 54
2019
Q3 		$849K Buy
7,819
+46
+0.6% +$4.8K 0.54% 56
2019
Q2 		$757 Buy
7,773
+779
+11% +$71.1K 0.19% 67
2019
Q1 		$637K Buy
6,994
+1,432
+26% +$128K 0.43% 62
2018
Q4 		$506K Buy
5,562
+676
+14% +$63.2K 0.33% 81
2018
Q3 		$480K Buy
4,886
+446
+10% +$41.2K 0.33% 79
2018
Q2 		$380K Buy
4,440
+290
+7% +$24.2K 0.26% 91
2018
Q1 		$329K Buy
+4,150
New +$342K 0.23% 96

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

Cornell Pochily Investment Advisors's MDT Position: Q4 2024 in Review

Cornell Pochily Investment Advisors sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,751 shares — an estimated $248K sold.

Cornell Pochily Investment Advisors first reported a position in MDT in Q1 2018 and held it in 27 quarters. The position peaked at $965K in Q4 2020. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Cornell Pochily Investment Advisors reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 2,751 Medtronic shares in Q4 2024, an estimated $248K.
  • Cornell Pochily Investment Advisors first reported a position in Medtronic in Q1 2018 and held it in 27 quarters.
  • Cornell Pochily Investment Advisors's Medtronic position peaked at $965K in Q4 2020.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Cornell Pochily Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.