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FinTrust Capital Advisors’s Medtronic MDT Stock Holding History

FinTrust Capital 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 		$228K Buy
2,535
+1
+0% +$84 0.04% 290
2024
Q2 		$199K Buy
2,534
+48
+2% +$3.94K 0.04% 293
2024
Q1 		$217K Sell
2,486
-269
-10% -$23K 0.04% 278
2023
Q4 		$227K Sell
2,755
-183
-6% -$13.9K 0.05% 256
2023
Q3 		$230K Sell
2,938
-1,086
-27% -$90.9K 0.05% 242
2023
Q2 		$334K Buy
4,024
+2,000
+99% +$172K 0.08% 194
2023
Q1 		$157K Hold
2,024
– – 0.04% 289
2022
Q4 		$157K Sell
2,024
-1,057
-34% -$85.7K 0.04% 290
2022
Q3 		$259K Sell
3,081
-795
-21% -$71.4K 0.07% 228
2022
Q2 		$352K Buy
3,876
+117
+3% +$11.9K 0.09% 196
2022
Q1 		$416K Sell
3,759
-1,807
-32% -$191K 0.1% 189
2021
Q4 		$576K Sell
5,566
-20,318
-78% -$2.35M 0.14% 144
2021
Q3 		$3.25M Buy
25,884
+532
+2% +$68.9K 0.86% 23
2021
Q2 		$3.15M Buy
25,352
+1,500
+6% +$188K 0.83% 24
2021
Q1 		$2.82M Buy
23,852
+1,208
+5% +$142K 0.81% 23
2020
Q4 		$2.65M Buy
22,644
+4,045
+22% +$445K 0.84% 24
2020
Q3 		$1.93M Sell
18,599
-3,471
-16% -$349K 0.38% 40
2020
Q2 		$2.02M Buy
22,070
+12,987
+143% +$1.25M 0.8% 27
2020
Q1 		$819K Buy
9,083
+3,070
+51% +$327K 0.4% 51
2019
Q4 		$682K Buy
6,013
+138
+2% +$15.1K 0.28% 80
2019
Q3 		$638K Sell
5,875
-197
-3% -$20.6K 0.22% 98
2019
Q2 		$591K Sell
6,072
-242
-4% -$22.1K 0.24% 93
2019
Q1 		$575K Buy
6,314
+54
+0.9% +$4.83K 0.24% 80
2018
Q4 		$569K Buy
+6,260
New +$585K 0.28% 76

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
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

FinTrust Capital Advisors's MDT Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Medtronic (MDT) stake by 0.04% in Q3 2024, buying an estimated $84 and bringing the position to 2,535 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #290.

FinTrust Capital Advisors first reported a position in MDT in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.25M in Q3 2021. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • FinTrust Capital Advisors held 2,535 shares of Medtronic worth $228K as of Q3 2024.
  • FinTrust Capital Advisors bought 1 Medtronic share in Q3 2024, an estimated $84.
  • Medtronic made up 0.04% of FinTrust Capital Advisors's portfolio in Q3 2024, its #290 holding.
  • FinTrust Capital Advisors first reported a position in Medtronic in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Medtronic position peaked at $3.25M in Q3 2021.
  • 2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.