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Founders Financial Securities’s Medtronic MDT Stock Holding History

Founders Financial Securities’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
-16,534
Closed -$1.36M – 402
2023
Q4 		$1.36M Sell
16,534
-12
-0.1% -$915 0.15% 122
2023
Q3 		$1.3M Sell
16,546
-195
-1% -$16.3K 0.17% 111
2023
Q2 		$1.47M Buy
16,741
+144
+0.9% +$12.4K 0.19% 100
2023
Q1 		$1.34M Buy
16,597
+814
+5% +$66.3K 0.19% 107
2022
Q4 		$1.23M Buy
15,783
+4,393
+39% +$356K 0.19% 115
2022
Q3 		$920K Buy
11,390
+209
+2% +$18.8K 0.16% 126
2022
Q2 		$1M Buy
11,181
+69
+0.6% +$6.99K 0.2% 97
2022
Q1 		$1.23M Buy
11,112
+89
+0.8% +$9.4K 0.22% 94
2021
Q4 		$1.14M Buy
11,023
+551
+5% +$63.8K 0.21% 96
2021
Q3 		$1.31M Buy
10,472
+637
+6% +$82.4K 0.26% 76
2021
Q2 		$1.22M Buy
9,835
+380
+4% +$47.7K 0.24% 90
2021
Q1 		$1.12M Buy
9,455
+245
+3% +$28.7K 0.26% 79
2020
Q4 		$1.08M Sell
9,210
-591
-6% -$65.1K 0.26% 70
2020
Q3 		$1.02M Buy
+9,801
New +$984K 0.32% 51
2020
Q2 		– Sell
-10,577
Closed -$954K – 184
2020
Q1 		$954K Sell
10,577
-319
-3% -$33.9K 0.35% 40
2019
Q4 		$1.24M Buy
10,896
+2
+0% +$219 0.42% 47
2019
Q3 		$1.18M Buy
10,894
+458
+4% +$47.8K 0.38% 53
2019
Q2 		$1.02M Buy
+10,436
New +$953K 0.33% 51

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 $1.89T AUM 35.08% 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 $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Founders Financial Securities's MDT Position: Q1 2024 in Review

Founders Financial Securities sold out of Medtronic (MDT) in Q1 2024, closing a stake of 16,534 shares — an estimated $1.36M sold.

Founders Financial Securities first reported a position in MDT in Q2 2019 and held it in 18 quarters. The position peaked at $1.47M in Q2 2023. 2,081 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Founders Financial Securities reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Founders Financial Securities sold 16,534 Medtronic shares in Q1 2024, an estimated $1.36M.
  • Founders Financial Securities first reported a position in Medtronic in Q2 2019 and held it in 18 quarters.
  • Founders Financial Securities's Medtronic position peaked at $1.47M in Q2 2023.
  • 2,081 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Founders Financial Securities's 13F filing for Q1 2024, filed 17 Apr 2024.