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GYL Financial Synergies’s Medtronic MDT Stock Holding History

GYL Financial Synergies’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 		$499K Sell
5,546
-2,011
-27% -$169K 0.04% 242
2024
Q2 		$595K Buy
7,557
+1,579
+26% +$129K 0.05% 222
2024
Q1 		$521K Sell
5,978
-2,032
-25% -$173K 0.04% 234
2023
Q4 		$660K Sell
8,010
-185
-2% -$14.1K 0.05% 215
2023
Q3 		$642K Sell
8,195
-85
-1% -$7.12K 0.06% 214
2023
Q2 		$729K Sell
8,280
-1,351
-14% -$116K 0.07% 206
2023
Q1 		$776K Buy
9,631
+211
+2% +$17.2K 0.09% 145
2022
Q4 		$732K Buy
9,420
+456
+5% +$37K 0.16% 92
2022
Q3 		$724K Sell
8,964
-2,674
-23% -$240K 0.2% 73
2022
Q2 		$1.04M Buy
11,638
+1,396
+14% +$141K 0.29% 52
2022
Q1 		$1.14M Buy
10,242
+6,834
+201% +$722K 0.27% 48
2021
Q4 		$352K Buy
+3,408
New +$395K 0.1% 152
2021
Q3 		– Sell
-1,820
Closed -$226K – 191
2021
Q2 		$226K Buy
1,820
+28
+2% +$3.52K 0.12% 166
2021
Q1 		$212K Sell
1,792
-426
-19% -$49.9K 0.12% 168
2020
Q4 		$260K Sell
2,218
-788
-26% -$86.7K 0.15% 140
2020
Q3 		$312K Buy
+3,006
New +$302K 0.2% 122
2019
Q4 		– Sell
-2,455
Closed -$267K – 177
2019
Q3 		$267K Buy
+2,455
New +$256K 0.13% 136

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GYL Financial Synergies's MDT Position: Q3 2024 in Review

GYL Financial Synergies reduced its Medtronic (MDT) stake by 27% in Q3 2024, selling an estimated $169K and leaving 5,546 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #242.

GYL Financial Synergies first reported a position in MDT in Q3 2019 and has held it in 17 quarters since. The position peaked at $1.14M in Q1 2022. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • GYL Financial Synergies held 5,546 shares of Medtronic worth $499K as of Q3 2024.
  • GYL Financial Synergies sold 2,011 Medtronic shares in Q3 2024, an estimated $169K.
  • Medtronic made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #242 holding.
  • GYL Financial Synergies first reported a position in Medtronic in Q3 2019 and has held it in 17 quarters since.
  • GYL Financial Synergies's Medtronic position peaked at $1.14M in Q1 2022.
  • 2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.