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Criterion Capital Advisors’s Medtronic MDT Stock Holding History

Criterion Capital 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 		$1.71M Hold
21,758
– – 1.08% 27
2024
Q3 		$1.71M Hold
21,758
– – 1.08% 27
2024
Q2 		$1.71M Buy
21,758
+239
+1% +$19.6K 1.08% 27
2024
Q1 		$1.88M Buy
21,519
+3,600
+20% +$307K 1.25% 22
2023
Q4 		$1.48M Buy
+17,919
New +$1.37M 1.07% 25

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

Criterion Capital Advisors's MDT Position: Q4 2024 in Review

Criterion Capital Advisors held its Medtronic (MDT) position steady in Q4 2024 at 21,758 shares worth $1.71M. The position accounts for 1.08% of the portfolio, ranked #27.

Criterion Capital Advisors first reported a position in MDT in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.88M in Q1 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Criterion Capital Advisors held 21,758 shares of Medtronic worth $1.71M as of Q4 2024.
  • Criterion Capital Advisors left its Medtronic share count unchanged in Q4 2024.
  • Medtronic made up 1.08% of Criterion Capital Advisors's portfolio in Q4 2024, its #27 holding.
  • Criterion Capital Advisors first reported a position in Medtronic in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Medtronic position peaked at $1.88M in Q1 2024.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.