Halpern Financial’s Medtronic MDT Stock Holding History

Halpern Financial’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	$8.47K	Hold	95	–	–	﹤0.01%	168
2024 Q2	$7.48K	Hold	95	–	–	﹤0.01%	165
2024 Q1	$8.07K	Hold	95	–	–	﹤0.01%	166
2023 Q4	$7.9K	Hold	95	–	–	﹤0.01%	188
2023 Q3	$7.44K	Hold	95	–	–	﹤0.01%	169
2023 Q2	$8.37K	Hold	95	–	–	﹤0.01%	169
2023 Q1	$7.66K	Hold	95	–	–	﹤0.01%	138
2022 Q4	$7.38K	Hold	95	–	–	﹤0.01%	144
2022 Q3	$7.67K	Sell	95 -15	-14%	-$1.35K	﹤0.01%	150
2022 Q2	$9.87K	Buy	110 +15	+16%	+$1.52K	﹤0.01%	165
2022 Q1	$10.5K	Hold	95	–	–	﹤0.01%	168
2021 Q4	$9.83K	Sell	95 -121	-56%	-$14K	﹤0.01%	185
2021 Q3	$27.1K	Buy	216 +121	+127%	+$15.7K	0.01%	102
2021 Q2	$11.8K	Hold	95	–	–	0.01%	139
2021 Q1	$11.2K	Hold	95	–	–	0.01%	133
2020 Q4	$11.1K	Hold	95	–	–	0.01%	118
2020 Q3	$9.87K	Sell	95 -96	-50%	-$9.64K	0.01%	114
2020 Q2	$17.5K	Buy	191 +96	+101%	+$9.21K	0.01%	77
2020 Q1	$8.57K	Hold	95	–	–	0.01%	91
2019 Q4	$10.8K	Buy	+95	New	+$10.4K	0.01%	117

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Halpern Financial's MDT Position: Q3 2024 in Review

Halpern Financial held its Medtronic (MDT) position steady in Q3 2024 at 95 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Halpern Financial first reported a position in MDT in Q4 2019 and has held it in 20 quarters since. The position peaked at $27.1K in Q3 2021. 2,064 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

Halpern Financial held 95 shares of Medtronic worth $8.47K as of Q3 2024.
Halpern Financial left its Medtronic share count unchanged in Q3 2024.
Medtronic made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #168 holding.
Halpern Financial first reported a position in Medtronic in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's Medtronic position peaked at $27.1K in Q3 2021.
2,064 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.