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ERTS Wealth Advisors’s Medtronic MDT Stock Holding History

ERTS Wealth 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
Q3 		– Sell
-3,420
Closed -$269K – 89
2024
Q2 		$269K Buy
3,420
+18
+0.5% +$1.48K 0.05% 79
2024
Q1 		$296K Sell
3,402
-117
-3% -$9.98K 0.06% 74
2023
Q4 		$290K Buy
3,519
+164
+5% +$12.5K 0.06% 70
2023
Q3 		$263K Buy
3,355
+559
+20% +$46.8K 0.06% 69
2023
Q2 		$246K Sell
2,796
-27
-1% -$2.32K 0.06% 80
2023
Q1 		$228K Sell
2,823
-562
-17% -$45.8K 0.06% 86
2022
Q4 		$263K Sell
3,385
-453
-12% -$36.7K 0.07% 84
2022
Q3 		$310K Buy
3,838
+1,535
+67% +$138K 0.09% 64
2022
Q2 		$207K Buy
+2,303
New +$233K 0.06% 85
2019
Q1 		– Sell
-29
Closed -$3K – 222
2018
Q4 		$3K Buy
+29
New +$2.71K ﹤0.01% 289

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ERTS Wealth Advisors's MDT Position: Q3 2024 in Review

ERTS Wealth Advisors sold out of Medtronic (MDT) in Q3 2024, closing a stake of 3,420 shares — an estimated $269K sold.

ERTS Wealth Advisors first reported a position in MDT in Q4 2018 and held it in 10 quarters. The position peaked at $310K in Q3 2022. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • ERTS Wealth Advisors reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • ERTS Wealth Advisors sold 3,420 Medtronic shares in Q3 2024, an estimated $269K.
  • ERTS Wealth Advisors first reported a position in Medtronic in Q4 2018 and held it in 10 quarters.
  • ERTS Wealth Advisors's Medtronic position peaked at $310K in Q3 2022.
  • 2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on ERTS Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.