FirstPurpose Wealth’s Medtronic MDT Stock Holding History

FirstPurpose 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 Q1	$915K	Sell	11,113 -32	-0.3%	-$2.73K	0.33%	56
2023 Q4	$918K	Buy	11,145 +628	+6%	+$47.9K	0.35%	50
2023 Q3	$824K	Buy	10,517 +989	+10%	+$82.8K	0.36%	51
2023 Q2	$839K	Buy	9,528 +1,037	+12%	+$89.3K	0.36%	50
2023 Q1	$685K	Buy	8,491 +1,901	+29%	+$155K	0.34%	58
2022 Q4	$512K	Buy	6,590 +1,603	+32%	+$130K	0.29%	66
2022 Q3	$403K	Buy	4,987 +672	+16%	+$60.4K	0.27%	69
2022 Q2	$387K	Buy	4,315 +482	+13%	+$48.8K	0.26%	70
2022 Q1	$425K	Buy	3,833 +848	+28%	+$89.6K	0.33%	65
2021 Q4	$309K	Buy	+2,985	New	+$346K	0.19%	93

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FirstPurpose Wealth's MDT Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Medtronic (MDT) stake by 0.29% in Q1 2024, selling an estimated $2.73K and leaving 11,113 shares worth $915K. The position accounts for 0.33% of the portfolio, ranked #56.

FirstPurpose Wealth first reported a position in MDT in Q4 2021 and has held it in 10 quarters since. The position peaked at $918K in Q4 2023. 2,076 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

FirstPurpose Wealth held 11,113 shares of Medtronic worth $915K as of Q1 2024.
FirstPurpose Wealth sold 32 Medtronic shares in Q1 2024, an estimated $2.73K.
Medtronic made up 0.33% of FirstPurpose Wealth's portfolio in Q1 2024, its #56 holding.
FirstPurpose Wealth first reported a position in Medtronic in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Medtronic position peaked at $918K in Q4 2023.
2,076 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.