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DCM Advisors’s Medtronic MDT Stock Holding History

DCM 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
Q2 		– Sell
-5,168
Closed -$450K – 66
2024
Q1 		$450K Sell
5,168
-4,075
-44% -$348K 0.19% 52
2023
Q4 		$761K Sell
9,243
-224
-2% -$17.1K 0.27% 53
2023
Q3 		$742K Sell
9,467
-555
-6% -$46.5K 0.34% 48
2023
Q2 		$883K Hold
10,022
– – 0.38% 44
2023
Q1 		$808K Sell
10,022
-60
-0.6% -$4.89K 0.38% 46
2022
Q4 		$784K Sell
10,082
-714
-7% -$57.9K 0.38% 47
2022
Q3 		$872K Buy
10,796
+1,584
+17% +$142K 0.44% 54
2022
Q2 		$827K Buy
9,212
+473
+5% +$47.9K 0.36% 79
2022
Q1 		$969K Sell
8,739
-249
-3% -$26.3K 0.34% 77
2021
Q4 		$930K Buy
+8,988
New +$1.04M 0.27% 89

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DCM Advisors's MDT Position: Q2 2024 in Review

DCM Advisors sold out of Medtronic (MDT) in Q2 2024, closing a stake of 5,168 shares — an estimated $450K sold.

DCM Advisors first reported a position in MDT in Q4 2021 and held it in 10 quarters. The position peaked at $969K in Q1 2022. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • DCM Advisors reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • DCM Advisors sold 5,168 Medtronic shares in Q2 2024, an estimated $450K.
  • DCM Advisors first reported a position in Medtronic in Q4 2021 and held it in 10 quarters.
  • DCM Advisors's Medtronic position peaked at $969K in Q1 2022.
  • 2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on DCM Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.