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Financial Insights’s Medtronic MDT Stock Holding History

Financial Insights’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
-3,359
Closed -$302K – 131
2024
Q3 		$302K Sell
3,359
-2,405
-42% -$202K 0.1% 112
2024
Q2 		$454K Sell
5,764
-2,059
-26% -$169K 0.13% 104
2024
Q1 		$682K Sell
7,823
-1,448
-16% -$124K 0.19% 85
2023
Q4 		$764K Buy
9,271
+252
+3% +$19.2K 0.24% 76
2023
Q3 		$636K Buy
9,019
+1,687
+23% +$141K 0.23% 78
2023
Q2 		$646K Buy
7,332
+2,238
+44% +$193K 0.24% 79
2023
Q1 		$411K Buy
+5,094
New +$415K 0.17% 106
2021
Q3 		– Sell
-412
Closed -$511K – 167
2021
Q2 		$511K Buy
+412
New +$51.7K 0.04% 158

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

Financial Insights's MDT Position: Q4 2024 in Review

Financial Insights sold out of Medtronic (MDT) in Q4 2024, closing a stake of 3,359 shares — an estimated $302K sold.

Financial Insights first reported a position in MDT in Q2 2021 and held it in 8 quarters. The position peaked at $764K in Q4 2023. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Financial Insights reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Financial Insights sold 3,359 Medtronic shares in Q4 2024, an estimated $302K.
  • Financial Insights first reported a position in Medtronic in Q2 2021 and held it in 8 quarters.
  • Financial Insights's Medtronic position peaked at $764K in Q4 2023.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.