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FWG Holdings’s Medtronic MDT Stock Holding History

FWG Holdings’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
-3,857
Closed -$334K – 112
2023
Q4 		$334K Buy
3,857
+564
+17% +$43K 0.2% 73
2023
Q3 		$252K Buy
3,293
+244
+8% +$20.4K 0.17% 78
2023
Q2 		$258K Buy
3,049
+462
+18% +$39.8K 0.16% 86
2023
Q1 		$209K Buy
+2,587
New +$211K 0.15% 83

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

FWG Holdings's MDT Position: Q1 2024 in Review

FWG Holdings sold out of Medtronic (MDT) in Q1 2024, closing a stake of 3,857 shares — an estimated $334K sold.

FWG Holdings first reported a position in MDT in Q1 2023 and held it in 4 quarters. The position peaked at $334K in Q4 2023. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • FWG Holdings reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • FWG Holdings sold 3,857 Medtronic shares in Q1 2024, an estimated $334K.
  • FWG Holdings first reported a position in Medtronic in Q1 2023 and held it in 4 quarters.
  • FWG Holdings's Medtronic position peaked at $334K in Q4 2023.
  • 2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on FWG Holdings's 13F filing for Q1 2024, filed 13 May 2024.