Glassy Mountain Advisors’s Medtronic MDT Stock Holding History

Glassy Mountain 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	–	Sell	-28,371	Closed	-$2.23M	–	62
2024 Q2	$2.23M	Sell	28,371 -442	-2%	-$36.2K	0.83%	36
2024 Q1	$2.51M	Sell	28,813 -522	-2%	-$44.5K	0.95%	36
2023 Q4	$2.42M	Sell	29,335 -224	-0.8%	-$17.1K	1%	35
2023 Q3	$2.3M	Sell	29,559 -886	-3%	-$74.2K	1.1%	31
2023 Q2	$2.68M	Buy	+30,445	New	+$2.62M	1.19%	30
2023 Q1	–	Sell	-22,222	Closed	-$1.73M	–	150
2022 Q4	$1.73M	Buy	+22,222	New	+$1.8M	0.95%	37
2022 Q2	$2M	Buy	22,229 +29	+0.1%	+$2.94K	1.19%	33
2022 Q1	$2.46M	Buy	22,200 +1,049	+5%	+$111K	1.26%	33
2021 Q4	$2.19M	Buy	+21,151	New	+$2.45M	1.13%	33

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Glassy Mountain Advisors's MDT Position: Q3 2024 in Review

Glassy Mountain Advisors sold out of Medtronic (MDT) in Q3 2024, closing a stake of 28,371 shares — an estimated $2.23M sold.

Glassy Mountain Advisors first reported a position in MDT in Q4 2021 and held it in 9 quarters. The position peaked at $2.68M in Q2 2023. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

Glassy Mountain Advisors reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
Glassy Mountain Advisors sold 28,371 Medtronic shares in Q3 2024, an estimated $2.23M.
Glassy Mountain Advisors first reported a position in Medtronic in Q4 2021 and held it in 9 quarters.
Glassy Mountain Advisors's Medtronic position peaked at $2.68M in Q2 2023.
2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Glassy Mountain Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.