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Jaffetilchin Investment Partners’s Medtronic MDT Stock Holding History

Jaffetilchin Investment Partners’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
-2,995
Closed -$270K – 900
2024
Q3 		$270K Sell
2,995
-1,737
-37% -$146K 0.02% 311
2024
Q2 		$372K Sell
4,732
-6,586
-58% -$540K 0.03% 255
2024
Q1 		$986K Buy
11,318
+3,056
+37% +$261K 0.09% 134
2023
Q4 		$681K Buy
+8,262
New +$630K 0.07% 179
2023
Q3 		– Sell
-6,655
Closed -$586K – 361
2023
Q2 		$586K Buy
6,655
+2,833
+74% +$244K 0.06% 181
2023
Q1 		$308K Buy
3,822
+1,035
+37% +$84.4K 0.04% 282
2022
Q4 		$217K Sell
2,787
-732
-21% -$59.3K 0.03% 324
2022
Q3 		$284K Buy
+3,519
New +$316K 0.04% 258
2020
Q1 		– Sell
-2,380
Closed -$270K – 201
2019
Q4 		$270K Buy
2,380
+301
+14% +$33K 0.06% 180
2019
Q3 		$226K Buy
+2,079
New +$217K 0.05% 199
2019
Q2 		– Sell
-3,420
Closed -$311K – 306
2019
Q1 		$311K Buy
+3,420
New +$306K 0.07% 209
2014
Q1 		– Sell
-12,503
Closed -$718K – 209
2013
Q4 		$718K Buy
+12,503
New +$709K 0.35% 69

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's MDT Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,995 shares — an estimated $270K sold.

Jaffetilchin Investment Partners first reported a position in MDT in Q4 2013 and held it in 12 quarters. The position peaked at $986K in Q1 2024. 2,124 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,995 Medtronic shares in Q4 2024, an estimated $270K.
  • Jaffetilchin Investment Partners first reported a position in Medtronic in Q4 2013 and held it in 12 quarters.
  • Jaffetilchin Investment Partners's Medtronic position peaked at $986K in Q1 2024.
  • 2,124 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.