InterOcean Capital Group’s Medtronic MDT Stock Holding History

InterOcean Capital Group’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 Q1	$426K	Buy	4,885 +207	+4%	+$17.7K	0.01%	323
2023 Q4	$385K	Sell	4,678 -36	-0.8%	-$2.74K	0.01%	336
2023 Q3	$369K	Buy	4,714 +169	+4%	+$14.1K	0.01%	314
2023 Q2	$400K	Buy	4,545 +1,512	+50%	+$130K	0.01%	307
2023 Q1	$245K	Sell	3,033 -1,100	-27%	-$89.7K	0.01%	354
2022 Q4	$321K	Sell	4,133 -2,964	-42%	-$240K	0.01%	313
2022 Q3	$573K	Buy	7,097 +643	+10%	+$57.8K	0.02%	218
2022 Q2	$579K	Buy	+6,454	New	+$654K	0.02%	218

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

InterOcean Capital Group's MDT Position: Q1 2024 in Review

InterOcean Capital Group increased its Medtronic (MDT) stake by 4.4% in Q1 2024, buying an estimated $17.7K and bringing the position to 4,885 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #323.

InterOcean Capital Group first reported a position in MDT in Q2 2022 and has held it in 8 quarters since. The position peaked at $579K in Q2 2022. 2,081 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

InterOcean Capital Group held 4,885 shares of Medtronic worth $426K as of Q1 2024.
InterOcean Capital Group bought 207 Medtronic shares in Q1 2024, an estimated $17.7K.
Medtronic made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #323 holding.
InterOcean Capital Group first reported a position in Medtronic in Q2 2022 and has held it in 8 quarters since.
InterOcean Capital Group's Medtronic position peaked at $579K in Q2 2022.
2,081 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.