J. Stern & Co’s Medtronic MDT Stock Holding History

J. Stern & Co’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	–	Sell	-330	Closed	-$29.7K	–	43
2024 Q3	$29.7K	Buy	+330	New	+$27.8K	﹤0.01%	43

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 $298B AUM 21.96% 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

J. Stern & Co's MDT Position: Q4 2024 in Review

J. Stern & Co sold out of Medtronic (MDT) in Q4 2024, closing a stake of 330 shares — an estimated $29.7K sold.

J. Stern & Co first reported a position in MDT in Q3 2024 and held it in 1 quarter. The position peaked at $29.7K in Q3 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

J. Stern & Co reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
J. Stern & Co sold 330 Medtronic shares in Q4 2024, an estimated $29.7K.
J. Stern & Co first reported a position in Medtronic in Q3 2024 and held it in 1 quarter.
J. Stern & Co's Medtronic position peaked at $29.7K in Q3 2024.
2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on J. Stern & Co's 13F filing for Q4 2024, filed 14 Feb 2025.