Girard Partners’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$344K Sell
4,372
-401
-8% -$32.9K 0.03% 212
2024
Q1
$416K Sell
4,773
-347
-7% -$29.6K 0.04% 202
2023
Q4
$422K Sell
5,120
-4,279
-46% -$326K 0.04% 195
2023
Q3
$737K Sell
9,399
-11,332
-55% -$949K 0.08% 149
2023
Q2
$1.83M Buy
20,731
+1,630
+9% +$140K 0.19% 101
2023
Q1
$1.54M Buy
19,101
+6,952
+57% +$567K 0.17% 111
2022
Q4
$944K Buy
12,149
+928
+8% +$75.2K 0.11% 154
2022
Q3
$906K Buy
11,221
+999
+10% +$89.8K 0.12% 132
2022
Q2
$917K Buy
10,222
+635
+7% +$64.3K 0.12% 129
2022
Q1
$1.06M Buy
9,587
+18
+0.2% +$1.9K 0.12% 129
2021
Q4
$989K Buy
9,569
+792
+9% +$91.7K 0.11% 133
2021
Q3
$1.1M Sell
8,777
-111
-1% -$14.4K 0.14% 119
2021
Q2
$1.1M Sell
8,888
-921
-9% -$116K 0.14% 115
2021
Q1
$1.16M Sell
9,809
-218
-2% -$25.6K 0.17% 104
2020
Q4
$1.17M Sell
10,027
-920
-8% -$101K 0.18% 102
2020
Q3
$1.14M Buy
10,947
+11
+0.1% +$1.1K 0.19% 104
2020
Q2
$1M Sell
10,936
-370
-3% -$35.5K 0.18% 109
2020
Q1
$1.02M Buy
11,306
+432
+4% +$46K 0.2% 99
2019
Q4
$1.23M Buy
10,874
+1,463
+16% +$161K 0.2% 110
2019
Q3
$1.02M Buy
9,411
+596
+7% +$62.2K 0.19% 107
2019
Q2
$858K Buy
8,815
+852
+11% +$77.8K 0.15% 121
2019
Q1
$725K Buy
7,963
+3,243
+69% +$290K 0.14% 130
2018
Q4
$429K Buy
4,720
+1,758
+59% +$164K 0.09% 157
2018
Q3
$291K Buy
2,962
+377
+15% +$34.9K 0.05% 205
2018
Q2
$221K Buy
+2,585
New +$216K 0.04% 239
2018
Q1
Sell
-2,639
Closed -$213K 278
2017
Q4
$213K Sell
2,639
-64
-2% -$5.13K 0.04% 255
2017
Q3
$210K Sell
2,703
-125
-4% -$10.4K 0.04% 240
2017
Q2
$251K Sell
2,828
-87
-3% -$7.34K 0.05% 223
2017
Q1
$235K Sell
2,915
-31
-1% -$2.42K 0.06% 211
2016
Q4
$210K Buy
2,946
+314
+12% +$24.7K 0.06% 206
2016
Q3
$227K Buy
2,632
+199
+8% +$17.3K 0.08% 185
2016
Q2
$211K Sell
2,433
-250
-9% -$20.2K 0.08% 181
2016
Q1
$201K Buy
2,683
+25
+0.9% +$1.88K 0.09% 176
2015
Q4
$204K Buy
+2,658
New +$200K 0.1% 167
2015
Q3
Sell
-2,776
Closed -$206K 160
2015
Q2
$206K Buy
+2,776
New +$212K 0.12% 143

Other funds holding MDT

Girard Partners's MDT Position: Q2 2024 in Review

Girard Partners reduced its Medtronic (MDT) stake by 8.4% in Q2 2024, selling an estimated $32.9K and leaving 4,372 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #212.

Girard Partners first reported a position in MDT in Q2 2015 and has held it in 35 quarters since. The position peaked at $1.83M in Q2 2023. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Girard Partners held 4,372 shares of Medtronic worth $344K as of Q2 2024.
  • Girard Partners sold 401 Medtronic shares in Q2 2024, an estimated $32.9K.
  • Medtronic made up 0.03% of Girard Partners's portfolio in Q2 2024, its #212 holding.
  • Girard Partners first reported a position in Medtronic in Q2 2015 and has held it in 35 quarters since.
  • Girard Partners's Medtronic position peaked at $1.83M in Q2 2023.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.