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Duff & Phelps Investment Management’s Medtronic MDT Stock Holding History

Duff & Phelps Investment 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
Q3 		– Sell
-3,037
Closed -$239K – 202
2024
Q2 		$239K Sell
3,037
-12,298
-80% -$1.01M ﹤0.01% 220
2024
Q1 		$1.34M Buy
15,335
+621
+4% +$53K 0.02% 192
2023
Q4 		$1.21M Hold
14,714
– – 0.01% 196
2023
Q3 		$1.15M Buy
14,714
+157
+1% +$13.1K 0.02% 197
2023
Q2 		$1.28M Buy
14,557
+300
+2% +$25.8K 0.02% 192
2023
Q1 		$1.15M Hold
14,257
– – 0.01% 200
2022
Q4 		$1.11M Hold
14,257
– – 0.01% 202
2022
Q3 		$1.15M Hold
14,257
– – 0.01% 186
2022
Q2 		$1.28M Hold
14,257
– – 0.02% 159
2022
Q1 		$1.58M Hold
14,257
– – 0.02% 153
2021
Q4 		$1.48M Buy
14,257
+104
+0.7% +$12K 0.02% 162
2021
Q3 		$1.77M Sell
14,153
-327
-2% -$42.3K 0.02% 152
2021
Q2 		$1.8M Sell
14,480
-1,315
-8% -$165K 0.02% 154
2021
Q1 		$1.87M Hold
15,795
– – 0.03% 152
2020
Q4 		$1.85M Buy
15,795
+100
+0.6% +$11K 0.03% 152
2020
Q3 		$1.63M Hold
15,695
– – 0.03% 151
2020
Q2 		$1.44M Buy
15,695
+400
+3% +$38.4K 0.02% 154
2020
Q1 		$1.38M Buy
15,295
+360
+2% +$38.3K 0.02% 147
2019
Q4 		$1.69M Buy
14,935
+300
+2% +$32.9K 0.02% 155
2019
Q3 		$1.59M Hold
14,635
– – 0.02% 154
2019
Q2 		$1.43M Buy
14,635
+310
+2% +$28.3K 0.02% 178
2019
Q1 		$1.3M Hold
14,325
– – 0.02% 178
2018
Q4 		$1.3M Hold
14,325
– – 0.02% 174
2018
Q3 		$1.41M Sell
14,325
-40
-0.3% -$3.7K 0.02% 177
2018
Q2 		$1.23M Sell
14,365
-280
-2% -$23.4K 0.02% 186
2018
Q1 		$1.18M Sell
14,645
-320
-2% -$26.4K 0.02% 187
2017
Q4 		$1.21M Sell
14,965
-380
-2% -$30.4K 0.02% 193
2017
Q3 		$1.19M Sell
15,345
-225
-1% -$18.7K 0.02% 200
2017
Q2 		$1.38M Sell
15,570
-1,060
-6% -$89.4K 0.02% 194
2017
Q1 		$1.34M Sell
16,630
-650
-4% -$50.8K 0.02% 197
2016
Q4 		$1.23M Sell
17,280
-620
-3% -$48.7K 0.02% 201
2016
Q3 		$1.55M Sell
17,900
-270
-1% -$23.5K 0.02% 192
2016
Q2 		$1.58M Sell
18,170
-500
-3% -$40.4K 0.02% 172
2016
Q1 		$1.4M Sell
18,670
-4,660
-20% -$351K 0.02% 173
2015
Q4 		$1.79M Sell
23,330
-1,170
-5% -$88.1K 0.03% 169
2015
Q3 		$1.64M Sell
24,500
-1,050
-4% -$77.3K 0.03% 171
2015
Q2 		$1.89M Hold
25,550
– – 0.03% 174
2015
Q1 		$1.99M Buy
25,550
+6,955
+37% +$527K 0.03% 168
2014
Q4 		$1.34M Sell
18,595
-1,130
-6% -$78.5K 0.02% 191
2014
Q3 		$1.22M Sell
19,725
-1,100
-5% -$69.9K 0.02% 196
2014
Q2 		$1.33M Buy
20,825
+160
+0.8% +$9.72K 0.02% 179
2014
Q1 		$1.27M Sell
20,665
-200
-1% -$11.7K 0.02% 172
2013
Q4 		$1.2M Sell
20,865
-45,405
-69% -$2.57M 0.02% 182
2013
Q3 		$3.53M Buy
66,270
+110
+0.2% +$5.92K 0.06% 146
2013
Q2 		$3.4M Buy
+66,160
New +$3.27M 0.06% 147

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Duff & Phelps Investment Management's MDT Position: Q3 2024 in Review

Duff & Phelps Investment Management sold out of Medtronic (MDT) in Q3 2024, closing a stake of 3,037 shares — an estimated $239K sold.

Duff & Phelps Investment Management first reported a position in MDT in Q2 2013 and held it in 45 quarters. The position peaked at $3.53M in Q3 2013. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Duff & Phelps Investment Management reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 3,037 Medtronic shares in Q3 2024, an estimated $239K.
  • Duff & Phelps Investment Management first reported a position in Medtronic in Q2 2013 and held it in 45 quarters.
  • Duff & Phelps Investment Management's Medtronic position peaked at $3.53M in Q3 2013.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.