EMFO LLC’s Medtronic MDT Stock Holding History

EMFO LLC’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	$279K	Buy	3,546 +2,850	+409%	+$234K	0.25%	75
2024 Q1	$60.7K	Sell	696 -2,250	-76%	-$192K	0.06%	144
2023 Q4	$243K	Sell	2,946 -250	-8%	-$19.1K	0.22%	83
2023 Q3	$250K	Buy	3,196 +2,500	+359%	+$209K	0.24%	79
2023 Q2	$61.3K	Hold	696	–	–	0.06%	158
2023 Q1	$56.1K	Sell	696 -2,600	-79%	-$212K	0.05%	165
2022 Q4	$256K	Sell	3,296 -7,500	-69%	-$608K	0.26%	71
2022 Q3	$872K	Buy	10,796 +10,000	+1,256%	+$899K	0.83%	38
2022 Q2	$71K	Hold	796	–	–	0.07%	159
2022 Q1	$88K	Hold	796	–	–	0.08%	158
2021 Q4	$82K	Sell	796 -1,375	-63%	-$159K	0.07%	159
2021 Q3	$272K	Sell	2,171 -100	-4%	-$12.9K	0.24%	80
2021 Q2	$282K	Buy	+2,271	New	+$285K	0.25%	82

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EMFO LLC's MDT Position: Q2 2024 in Review

EMFO LLC increased its Medtronic (MDT) stake by 409% in Q2 2024, buying an estimated $234K and bringing the position to 3,546 shares worth $279K. The position accounts for 0.25% of the portfolio, ranked #75.

EMFO LLC first reported a position in MDT in Q2 2021 and has held it in 13 quarters since. The position peaked at $872K in Q3 2022. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

EMFO LLC held 3,546 shares of Medtronic worth $279K as of Q2 2024.
EMFO LLC bought 2,850 Medtronic shares in Q2 2024, an estimated $234K.
Medtronic made up 0.25% of EMFO LLC's portfolio in Q2 2024, its #75 holding.
EMFO LLC first reported a position in Medtronic in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Medtronic position peaked at $872K in Q3 2022.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.