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IRON Financial’s Medtronic MDT Stock Holding History

IRON 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
Q1 		– Sell
-7,621
Closed -$628K – 109
2023
Q4 		$628K Sell
7,621
-370
-5% -$28.2K 0.36% 52
2023
Q3 		$626K Buy
+7,991
New +$669K 0.36% 51
2022
Q3 		– Sell
-4,075
Closed -$366K – 101
2022
Q2 		$366K Buy
4,075
+142
+4% +$14.4K 0.19% 67
2022
Q1 		$436K Sell
3,933
-249
-6% -$26.3K 0.2% 66
2021
Q4 		$433K Buy
4,182
+173
+4% +$20K 0.19% 68
2021
Q3 		$503K Buy
+4,009
New +$519K 0.24% 52

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IRON Financial's MDT Position: Q1 2024 in Review

IRON Financial sold out of Medtronic (MDT) in Q1 2024, closing a stake of 7,621 shares — an estimated $628K sold.

IRON Financial first reported a position in MDT in Q3 2021 and held it in 6 quarters. The position peaked at $628K in Q4 2023. 2,076 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • IRON Financial reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • IRON Financial sold 7,621 Medtronic shares in Q1 2024, an estimated $628K.
  • IRON Financial first reported a position in Medtronic in Q3 2021 and held it in 6 quarters.
  • IRON Financial's Medtronic position peaked at $628K in Q4 2023.
  • 2,076 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on IRON Financial's 13F filing for Q1 2024, filed 23 Apr 2024.