Householder Group Estate & Retirement Specialist’s Medtronic MDT Stock Holding History

Householder Group Estate & Retirement Specialist’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	$12K	Sell	159 -103	-39%	-$8.92K	0.01%	348
2024 Q3	$23K	Sell	262 -43	-14%	-$3.62K	0.01%	659
2024 Q2	$24K	Buy	305 +31	+11%	+$2.54K	0.01%	642
2024 Q1	$23.9K	Sell	274 -2,453	-90%	-$209K	0.01%	637
2023 Q4	$224K	Sell	2,727 -145	-5%	-$11.1K	0.07%	230
2023 Q3	$225K	Buy	+2,872	New	+$240K	0.08%	207
2023 Q1	$692K	Sell	8,589 -6,960	-45%	-$567K	0.27%	84
2022 Q4	$1.21M	Sell	15,549 -712	-4%	-$57.7K	1.8%	12
2022 Q3	$1.31M	Sell	16,261 -848	-5%	-$76.2K	0.54%	38
2022 Q2	$1.54M	Sell	17,109 -231	-1%	-$23.4K	0.69%	35
2022 Q1	$1.92M	Sell	17,340 -1,145	-6%	-$121K	0.78%	32
2021 Q4	$1.91M	Buy	+18,485	New	+$2.14M	0.71%	32

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Householder Group Estate & Retirement Specialist's MDT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Medtronic (MDT) stake by 39% in Q4 2024, selling an estimated $8.92K and leaving 159 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #348.

Householder Group Estate & Retirement Specialist first reported a position in MDT in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.92M in Q1 2022. 2,124 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 159 shares of Medtronic worth $12K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 103 Medtronic shares in Q4 2024, an estimated $8.92K.
Medtronic made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #348 holding.
Householder Group Estate & Retirement Specialist first reported a position in Medtronic in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's Medtronic position peaked at $1.92M in Q1 2022.
2,124 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.