Gratus Wealth Advisors’s Medtronic MDT Stock Holding History

Gratus Wealth 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 Q1	–	Sell	-4,229	Closed	-$348K	–	139
2023 Q4	$348K	Buy	+4,229	New	+$322K	0.07%	104

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gratus Wealth Advisors's MDT Position: Q1 2024 in Review

Gratus Wealth Advisors sold out of Medtronic (MDT) in Q1 2024, closing a stake of 4,229 shares — an estimated $348K sold.

Gratus Wealth Advisors first reported a position in MDT in Q4 2023 and held it in 1 quarter. The position peaked at $348K in Q4 2023. 2,076 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

Gratus Wealth Advisors reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
Gratus Wealth Advisors sold 4,229 Medtronic shares in Q1 2024, an estimated $348K.
Gratus Wealth Advisors first reported a position in Medtronic in Q4 2023 and held it in 1 quarter.
Gratus Wealth Advisors's Medtronic position peaked at $348K in Q4 2023.
2,076 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Gratus Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.