Coulter & Justus Financial Services’s Medtronic MDT Stock Holding History

Coulter & Justus Financial Services’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	$8.32M	Buy	+95,453	New	+$8.15M	1.85%	23

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

Coulter & Justus Financial Services's MDT Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Medtronic (MDT) in Q1 2024: 95,453 shares worth $8.32M. The stake represents 1.85% of the portfolio and ranks #23 among its holdings.

2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

Coulter & Justus Financial Services held 95,453 shares of Medtronic worth $8.32M as of Q1 2024.
Medtronic was a new Coulter & Justus Financial Services position in Q1 2024.
Medtronic made up 1.85% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #23 holding.
2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.