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Evexia Wealth’s Medtronic MDT Stock Holding History

Evexia Wealth’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
Q4 		– Sell
-8,252
Closed -$718K – 77
2024
Q3 		$718K Sell
8,252
-24,746
-75% -$2.08M 0.25% 50
2024
Q2 		$2.62M Buy
32,998
+1,539
+5% +$126K 0.98% 32
2024
Q1 		$2.52M Buy
31,459
+4,021
+15% +$343K 1.04% 30
2023
Q4 		$2.4M Buy
27,438
+458
+2% +$34.9K 1.02% 31
2023
Q3 		$1.93M Sell
26,980
-54,481
-67% -$4.56M 0.98% 34
2023
Q2 		$7.25M Buy
81,461
+404
+0.5% +$34.8K 3.48% 12
2023
Q1 		$7.25M Buy
+81,057
New +$6.61M 3.91% 10

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evexia Wealth's MDT Position: Q4 2024 in Review

Evexia Wealth sold out of Medtronic (MDT) in Q4 2024, closing a stake of 8,252 shares — an estimated $718K sold.

Evexia Wealth first reported a position in MDT in Q1 2023 and held it in 7 quarters. The position peaked at $7.25M in Q1 2023. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Evexia Wealth reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Evexia Wealth sold 8,252 Medtronic shares in Q4 2024, an estimated $718K.
  • Evexia Wealth first reported a position in Medtronic in Q1 2023 and held it in 7 quarters.
  • Evexia Wealth's Medtronic position peaked at $7.25M in Q1 2023.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Evexia Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.