IFAM
MDT icon

Institutional & Family Asset Management’s Medtronic MDT Stock Holding History

Institutional & Family Asset Management’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
Q2 		$181K Buy
2,304
+898
+64% +$73.6K 0.03% 151
2024
Q1 		$123K Sell
1,406
-82
-6% -$7K 0.02% 170
2023
Q4 		$123K Buy
1,488
+1,200
+417% +$91.5K 0.02% 168
2023
Q3 		$22.6K Hold
288
– – ﹤0.01% 293
2023
Q2 		$25.4K Sell
288
-12
-4% -$1.03K ﹤0.01% 285
2023
Q1 		$24.2K Buy
300
+164
+121% +$13.4K ﹤0.01% 284
2022
Q4 		$10.6K Sell
136
-191
-58% -$15.5K ﹤0.01% 368
2022
Q3 		$26K Buy
327
+5
+2% +$449 ﹤0.01% 284
2022
Q2 		$29K Sell
322
-1,199
-79% -$121K 0.01% 275
2022
Q1 		$169K Sell
1,521
-114
-7% -$12K 0.03% 158
2021
Q4 		$169K Sell
1,635
-2,067
-56% -$239K 0.03% 166
2021
Q3 		$464K Buy
3,702
+187
+5% +$24.2K 0.07% 125
2021
Q2 		$436K Sell
3,515
-2,800
-44% -$352K 0.07% 125
2021
Q1 		$746K Hold
6,315
– – 0.14% 103
2020
Q4 		$740K Buy
6,315
+138
+2% +$15.2K 0.16% 103
2020
Q3 		$642K Buy
6,177
+200
+3% +$20.1K 0.15% 103
2020
Q2 		$548K Sell
5,977
-50
-0.8% -$4.79K 0.11% 108
2020
Q1 		$544K Buy
6,027
+61
+1% +$6.49K 0.13% 101
2019
Q4 		$677K Sell
5,966
-2
-0% -$219 0.14% 108
2019
Q3 		$648K Sell
5,968
-11
-0.2% -$1.15K 0.14% 102
2019
Q2 		$582K Hold
5,979
– – 0.13% 109
2019
Q1 		$545K Hold
5,979
– – 0.11% 112
2018
Q4 		$544K Sell
5,979
-6
-0.1% -$561 0.12% 106
2018
Q3 		$589K Hold
5,985
– – 0.12% 110
2018
Q2 		$512K Buy
5,985
+500
+9% +$41.8K 0.11% 110
2018
Q1 		$440K Buy
+5,485
New +$452K 0.09% 122

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 $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Institutional & Family Asset Management's MDT Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Medtronic (MDT) stake by 64% in Q2 2024, buying an estimated $73.6K and bringing the position to 2,304 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #151.

Institutional & Family Asset Management first reported a position in MDT in Q1 2018 and has held it in 26 quarters since. The position peaked at $746K in Q1 2021. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Institutional & Family Asset Management held 2,304 shares of Medtronic worth $181K as of Q2 2024.
  • Institutional & Family Asset Management bought 898 Medtronic shares in Q2 2024, an estimated $73.6K.
  • Medtronic made up 0.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #151 holding.
  • Institutional & Family Asset Management first reported a position in Medtronic in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Medtronic position peaked at $746K in Q1 2021.
  • 2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.