GBWM
MDT icon

Granite Bay Wealth Management’s Medtronic MDT Stock Holding History

Granite Bay Wealth Management’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
-6,300
Closed -$480K – 202
2023
Q4 		$480K Hold
6,300
– – ﹤0.01% 252
2023
Q3 		$527K Buy
+6,300
New +$527K 0.01% 254

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

Granite Bay Wealth Management's MDT Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Medtronic (MDT) in Q1 2024, closing a stake of 6,300 shares — an estimated $480K sold.

Granite Bay Wealth Management first reported a position in MDT in Q3 2023 and held it in 2 quarters. The position peaked at $527K in Q3 2023. 2,076 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 6,300 Medtronic shares in Q1 2024, an estimated $480K.
  • Granite Bay Wealth Management first reported a position in Medtronic in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Medtronic position peaked at $527K in Q3 2023.
  • 2,076 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.