Court Place Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,507
| Closed | -$207K | – | 164 |
|
|
2023
Q4 | $207K | Sell |
2,507
-641
| -20% | -$48.9K | 0.07% | 157 |
|
|
2023
Q3 | $247K | Hold |
3,148
| – | – | 0.09% | 143 |
|
|
2023
Q2 | $277K | Sell |
3,148
-175
| -5% | -$15.1K | 0.1% | 134 |
|
|
2023
Q1 | $268K | Sell |
3,323
-778
| -19% | -$63.4K | 0.1% | 138 |
|
|
2022
Q4 | $319K | Buy |
4,101
+90
| +2% | +$7.29K | 0.12% | 125 |
|
|
2022
Q3 | $324K | Sell |
4,011
-143
| -3% | -$12.9K | 0.13% | 122 |
|
|
2022
Q2 | $373K | Hold |
4,154
| – | – | 0.14% | 115 |
|
|
2022
Q1 | $461K | Sell |
4,154
-197
| -5% | -$20.8K | 0.15% | 113 |
|
|
2021
Q4 | $450K | Buy |
4,351
+910
| +26% | +$105K | 0.12% | 122 |
|
|
2021
Q3 | $431K | Hold |
3,441
| – | – | 0.13% | 122 |
|
|
2021
Q2 | $427K | Hold |
3,441
| – | – | 0.12% | 124 |
|
|
2021
Q1 | $406K | Sell |
3,441
-20
| -0.6% | -$2.34K | 0.13% | 126 |
|
|
2020
Q4 | $405K | Sell |
3,461
-550
| -14% | -$60.5K | 0.14% | 117 |
|
|
2020
Q3 | $417K | Hold |
4,011
| – | – | 0.16% | 108 |
|
|
2020
Q2 | $368K | Hold |
4,011
| – | – | 0.14% | 115 |
|
|
2020
Q1 | $362K | Sell |
4,011
-100
| -2% | -$10.6K | 0.16% | 111 |
|
|
2019
Q4 | $466K | Hold |
4,111
| – | – | 0.17% | 118 |
|
|
2019
Q3 | $447K | Buy |
4,111
+1,250
| +44% | +$130K | 0.17% | 118 |
|
|
2019
Q2 | $279K | Sell |
2,861
-457
| -14% | -$41.7K | 0.11% | 147 |
|
|
2019
Q1 | $302K | Hold |
3,318
| – | – | 0.12% | 133 |
|
|
2018
Q4 | $302K | Hold |
3,318
| – | – | 0.14% | 127 |
|
|
2018
Q3 | $326K | Hold |
3,318
| – | – | 0.12% | 129 |
|
|
2018
Q2 | $284K | Buy |
3,318
+33
| +1% | +$2.76K | 0.12% | 134 |
|
|
2018
Q1 | $264K | Hold |
3,285
| – | – | 0.11% | 140 |
|
|
2017
Q4 | $265K | Sell |
3,285
-69
| -2% | -$5.53K | 0.11% | 138 |
|
|
2017
Q3 | $261K | Sell |
3,354
-191
| -5% | -$15.9K | 0.12% | 141 |
|
|
2017
Q2 | $315K | Sell |
3,545
-143
| -4% | -$12.1K | 0.15% | 124 |
|
|
2017
Q1 | $297K | Sell |
3,688
-174
| -5% | -$13.6K | 0.15% | 122 |
|
|
2016
Q4 | $275K | Buy |
3,862
+20
| +0.5% | +$1.57K | 0.14% | 122 |
|
|
2016
Q3 | $332K | Hold |
3,842
| – | – | 0.18% | 109 |
|
|
2016
Q2 | $333K | Buy |
3,842
+94
| +3% | +$7.6K | 0.19% | 105 |
|
|
2016
Q1 | $281K | Hold |
3,748
| – | – | 0.17% | 112 |
|
|
2015
Q4 | $288K | Sell |
3,748
-286
| -7% | -$21.5K | 0.18% | 106 |
|
|
2015
Q3 | $270K | Hold |
4,034
| – | – | 0.19% | 103 |
|
|
2015
Q2 | $299K | Hold |
4,034
| – | – | 0.19% | 105 |
|
|
2015
Q1 | $315K | Buy |
+4,034
| New | +$306K | 0.2% | 104 |
|
Other funds holding MDT
Court Place Advisors's MDT Position: Q1 2024 in Review
Court Place Advisors sold out of Medtronic (MDT) in Q1 2024, closing a stake of 2,507 shares — an estimated $207K sold.
Court Place Advisors first reported a position in MDT in Q1 2015 and held it in 36 quarters. The position peaked at $466K in Q4 2019. 2,076 funds tracked by Wall St. Rank hold MDT as of Q1 2024.
- Court Place Advisors reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
- Court Place Advisors sold 2,507 Medtronic shares in Q1 2024, an estimated $207K.
- Court Place Advisors first reported a position in Medtronic in Q1 2015 and held it in 36 quarters.
- Court Place Advisors's Medtronic position peaked at $466K in Q4 2019.
- 2,076 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.
Based on Court Place Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.