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EFG Asset Management’s Medtronic MDT Stock Holding History

EFG Asset 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
Q2 		– Sell
-26,030
Closed -$2.27M – 202
2024
Q1 		$2.27M Sell
26,030
-136
-0.5% -$11.6K 0.39% 101
2023
Q4 		$2.16M Buy
26,166
+14,295
+120% +$1.09M 0.41% 94
2023
Q3 		$930K Sell
11,871
-457
-4% -$38.3K 0.22% 149
2023
Q2 		$1.09M Buy
12,328
+4,181
+51% +$360K 0.23% 143
2023
Q1 		$656K Buy
+8,147
New +$664K 0.15% 170

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

EFG Asset Management's MDT Position: Q2 2024 in Review

EFG Asset Management sold out of Medtronic (MDT) in Q2 2024, closing a stake of 26,030 shares — an estimated $2.27M sold.

EFG Asset Management first reported a position in MDT in Q1 2023 and held it in 5 quarters. The position peaked at $2.27M in Q1 2024. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • EFG Asset Management reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • EFG Asset Management sold 26,030 Medtronic shares in Q2 2024, an estimated $2.27M.
  • EFG Asset Management first reported a position in Medtronic in Q1 2023 and held it in 5 quarters.
  • EFG Asset Management's Medtronic position peaked at $2.27M in Q1 2024.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on EFG Asset Management's 13F filing for Q2 2024, filed 25 Jul 2024.