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Dover Advisors’s Medtronic MDT Stock Holding History

Dover 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
Q1 		– Sell
-3,403
Closed -$283K – 114
2023
Q4 		$283K Sell
3,403
-1,329
-28% -$101K 0.37% 70
2023
Q3 		$374K Hold
4,732
– – 0.38% 72
2023
Q2 		$420K Sell
4,732
-309
-6% -$26.6K 0.37% 72
2023
Q1 		$410K Buy
5,041
+194
+4% +$15.8K 0.39% 68
2022
Q4 		$380K Buy
+4,847
New +$393K 0.41% 68

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

Dover Advisors's MDT Position: Q1 2024 in Review

Dover Advisors sold out of Medtronic (MDT) in Q1 2024, closing a stake of 3,403 shares — an estimated $283K sold.

Dover Advisors first reported a position in MDT in Q4 2022 and held it in 5 quarters. The position peaked at $420K in Q2 2023. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Dover Advisors reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Dover Advisors sold 3,403 Medtronic shares in Q1 2024, an estimated $283K.
  • Dover Advisors first reported a position in Medtronic in Q4 2022 and held it in 5 quarters.
  • Dover Advisors's Medtronic position peaked at $420K in Q2 2023.
  • 2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Dover Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.