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Executive Wealth Management’s Medtronic MDT Stock Holding History

Executive Wealth 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
-4,860
Closed -$383K – 268
2024
Q2 		$383K Buy
4,860
+755
+18% +$61.9K 0.07% 89
2024
Q1 		$357K Buy
+4,105
New +$350K 0.03% 178
2019
Q3 		– Sell
-677
Closed -$66K – 518
2019
Q2 		$66K Hold
677
– – 0.01% 256
2019
Q1 		$62K Buy
677
+32
+5% +$2.86K 0.01% 235
2018
Q4 		$59K Buy
+645
New +$60.3K 0.01% 256

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

Executive Wealth Management's MDT Position: Q3 2024 in Review

Executive Wealth Management sold out of Medtronic (MDT) in Q3 2024, closing a stake of 4,860 shares — an estimated $383K sold.

Executive Wealth Management first reported a position in MDT in Q4 2018 and held it in 5 quarters. The position peaked at $383K in Q2 2024. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Executive Wealth Management reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Executive Wealth Management sold 4,860 Medtronic shares in Q3 2024, an estimated $383K.
  • Executive Wealth Management first reported a position in Medtronic in Q4 2018 and held it in 5 quarters.
  • Executive Wealth Management's Medtronic position peaked at $383K in Q2 2024.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Executive Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.