DCM
MDT icon

Donaldson Capital Management’s Medtronic MDT Stock Holding History

Donaldson Capital Management’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 		– Sell
-3,411
Closed -$281K – 209
2023
Q4 		$281K Sell
3,411
-35,649
-91% -$2.72M 0.01% 194
2023
Q3 		$3.06M Sell
39,060
-507,671
-93% -$42.5M 0.14% 72
2023
Q2 		$48.2M Buy
546,731
+23,142
+4% +$1.99M 2.2% 19
2023
Q1 		$42.2M Buy
523,589
+129,469
+33% +$10.6M 1.99% 23
2022
Q4 		$30.6M Sell
394,120
-62,225
-14% -$5.04M 1.49% 30
2022
Q3 		$36.9M Sell
456,345
-8,812
-2% -$792K 2.02% 21
2022
Q2 		$41.7M Buy
465,157
+50,246
+12% +$5.09M 2.15% 21
2022
Q1 		$46M Buy
414,911
+4,564
+1% +$482K 2.1% 18
2021
Q4 		$42.5M Sell
410,347
-346
-0.1% -$40.1K 1.87% 23
2021
Q3 		$51.5M Buy
410,693
+10,506
+3% +$1.36M 2.6% 12
2021
Q2 		$49.7M Buy
400,187
+16,424
+4% +$2.06M 2.54% 15
2021
Q1 		$45.3M Buy
383,763
+12,171
+3% +$1.43M 2.49% 16
2020
Q4 		$43.5M Buy
371,592
+22,189
+6% +$2.44M 2.58% 16
2020
Q3 		$36.3M Buy
349,403
+42,205
+14% +$4.24M 2.46% 19
2020
Q2 		$28.2M Buy
307,198
+3,523
+1% +$338K 2.04% 24
2020
Q1 		$27.4M Buy
303,675
+4,434
+1% +$472K 2.39% 20
2019
Q4 		$33.9M Buy
299,241
+4,746
+2% +$521K 2.29% 21
2019
Q3 		$32M Buy
294,495
+8,094
+3% +$844K 2.37% 19
2019
Q2 		$27.9M Sell
286,401
-4,155
-1% -$379K 2.31% 22
2019
Q1 		$26.5M Buy
290,556
+7,308
+3% +$654K 2.36% 24
2018
Q4 		$25.8M Buy
283,248
+8,101
+3% +$757K 2.63% 19
2018
Q3 		$27.1M Buy
275,147
+21,384
+8% +$1.98M 2.36% 21
2018
Q2 		$21.7M Buy
253,763
+4,334
+2% +$362K 2.12% 27
2018
Q1 		$20M Buy
249,429
+13,816
+6% +$1.14M 1.97% 26
2017
Q4 		$19M Sell
235,613
-24,756
-10% -$1.98M 1.85% 27
2017
Q3 		$20.2M Buy
260,369
+3,327
+1% +$276K 2.13% 27
2017
Q2 		$22.8M Buy
+257,042
New +$21.7M 2.59% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Donaldson Capital Management's MDT Position: Q1 2024 in Review

Donaldson Capital Management sold out of Medtronic (MDT) in Q1 2024, closing a stake of 3,411 shares — an estimated $281K sold.

Donaldson Capital Management first reported a position in MDT in Q2 2017 and held it in 27 quarters. The position peaked at $51.5M in Q3 2021. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Donaldson Capital Management reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Donaldson Capital Management sold 3,411 Medtronic shares in Q1 2024, an estimated $281K.
  • Donaldson Capital Management first reported a position in Medtronic in Q2 2017 and held it in 27 quarters.
  • Donaldson Capital Management's Medtronic position peaked at $51.5M in Q3 2021.
  • 2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Donaldson Capital Management's 13F filing for Q1 2024, filed 22 Apr 2024.