HBC Financial Services’s Medtronic MDT Stock Holding History

HBC Financial Services’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 Q4	$3K	Hold	50	–	–	﹤0.01%	151
2024 Q3	$4K	Sell	50 -161	-76%	-$13.5K	﹤0.01%	145
2024 Q2	$16K	Buy	211 +1	+0.5%	+$82	0.01%	102
2024 Q1	$16K	Buy	210 +3	+1%	+$256	0.01%	97
2023 Q4	$17K	Buy	207 +2	+1%	+$152	0.01%	99
2023 Q3	$16K	Hold	205	–	–	0.01%	101
2023 Q2	$17K	Buy	205 +2	+1%	+$172	0.01%	93
2023 Q1	$16K	Buy	203 +51	+34%	+$4.16K	0.01%	120
2022 Q4	$12K	Buy	152 +51	+50%	+$4.13K	0.01%	107
2022 Q3	$8K	Buy	101 +1	+1%	+$90	0.01%	119
2022 Q2	$9K	Hold	100	–	–	0.01%	125
2022 Q1	$10K	Buy	+100	New	+$10.6K	0.01%	116

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

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

HBC Financial Services's MDT Position: Q4 2024 in Review

HBC Financial Services held its Medtronic (MDT) position steady in Q4 2024 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

HBC Financial Services first reported a position in MDT in Q1 2022 and has held it in 12 quarters since. The position peaked at $17K in Q4 2023. 2,130 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

HBC Financial Services held 50 shares of Medtronic worth $3K as of Q4 2024.
HBC Financial Services left its Medtronic share count unchanged in Q4 2024.
Medtronic made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #151 holding.
HBC Financial Services first reported a position in Medtronic in Q1 2022 and has held it in 12 quarters since.
HBC Financial Services's Medtronic position peaked at $17K in Q4 2023.
2,130 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.