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Cottage Street Advisors’s Medtronic MDT Stock Holding History

Cottage Street 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
-2,482
Closed -$223K – 115
2024
Q3 		$223K Buy
+2,482
New +$209K 0.12% 102
2022
Q2 		– Sell
-2,183
Closed -$242K – 101
2022
Q1 		$242K Buy
2,183
+191
+10% +$20.2K 0.14% 93
2021
Q4 		$206K Buy
1,992
+317
+19% +$36.7K 0.12% 100
2021
Q3 		$230K Buy
+1,675
New +$217K 0.15% 91

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cottage Street Advisors's MDT Position: Q4 2024 in Review

Cottage Street Advisors sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,482 shares — an estimated $223K sold.

Cottage Street Advisors first reported a position in MDT in Q3 2021 and held it in 4 quarters. The position peaked at $242K in Q1 2022. 2,130 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Cottage Street Advisors reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Cottage Street Advisors sold 2,482 Medtronic shares in Q4 2024, an estimated $223K.
  • Cottage Street Advisors first reported a position in Medtronic in Q3 2021 and held it in 4 quarters.
  • Cottage Street Advisors's Medtronic position peaked at $242K in Q1 2022.
  • 2,130 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Cottage Street Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.