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Financial Advocates Investment Management’s Medtronic MDT Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-3,039
Closed -$250K – 795
2023
Q4 		$250K Sell
3,039
-3,886
-56% -$296K 0.02% 626
2023
Q3 		$543K Buy
6,925
+319
+5% +$26.7K 0.04% 391
2023
Q2 		$582K Buy
6,606
+169
+3% +$14.5K 0.04% 367
2023
Q1 		$519K Sell
6,437
-25
-0.4% -$2.04K 0.04% 421
2022
Q4 		$502K Buy
6,462
+3,966
+159% +$321K 0.04% 451
2022
Q3 		$201K Sell
2,496
-1,832
-42% -$165K 0.02% 689
2022
Q2 		$389K Buy
4,328
+473
+12% +$47.9K 0.03% 446
2022
Q1 		$428K Sell
3,855
-81,745
-95% -$8.64M 0.03% 479
2021
Q4 		$1.93M Buy
85,600
+79,807
+1,378% +$9.24M 0.12% 204
2021
Q3 		$726K Buy
5,793
+177
+3% +$22.9K 0.05% 389
2021
Q2 		$697K Sell
5,616
-3,852
-41% -$484K 0.05% 400
2021
Q1 		$1.11M Sell
9,468
-2,527
-21% -$296K 0.08% 292
2020
Q4 		$1.41M Buy
11,995
+2,385
+25% +$263K 0.1% 237
2020
Q3 		$998K Buy
9,610
+1,859
+24% +$187K 0.09% 248
2020
Q2 		$711K Buy
7,751
+33
+0.4% +$3.16K 0.07% 297
2020
Q1 		$696K Buy
7,718
+282
+4% +$30K 0.1% 223
2019
Q4 		$844K Buy
7,436
+4,649
+167% +$510K 0.09% 231
2019
Q3 		$303K Sell
2,787
-47
-2% -$4.9K 0.03% 378
2019
Q2 		$276K Sell
2,834
-58
-2% -$5.3K 0.03% 383
2019
Q1 		$263K Sell
2,892
-63
-2% -$5.64K 0.03% 383
2018
Q4 		$269K Sell
2,955
-269
-8% -$25.1K 0.04% 357
2018
Q3 		$317K Sell
3,224
-5
-0.2% -$462 0.04% 377
2018
Q2 		$278K Sell
3,229
-806
-20% -$67.3K 0.03% 386
2018
Q1 		$323K Buy
4,035
+1,206
+43% +$99.5K 0.04% 353
2017
Q4 		$228K Buy
+2,829
New +$227K 0.03% 422

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's MDT Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of Medtronic (MDT) in Q1 2024, closing a stake of 3,039 shares — an estimated $250K sold.

Financial Advocates Investment Management first reported a position in MDT in Q4 2017 and held it in 25 quarters. The position peaked at $1.93M in Q4 2021. 2,079 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Financial Advocates Investment Management reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,039 Medtronic shares in Q1 2024, an estimated $250K.
  • Financial Advocates Investment Management first reported a position in Medtronic in Q4 2017 and held it in 25 quarters.
  • Financial Advocates Investment Management's Medtronic position peaked at $1.93M in Q4 2021.
  • 2,079 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.