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Janiczek Wealth Management’s Medtronic MDT Stock Holding History

Janiczek Wealth 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 		$444K Sell
5,630
-1,137
-17% -$93.2K 0.09% 90
2024
Q1 		$590K Buy
6,767
+3,845
+132% +$328K 0.13% 77
2023
Q4 		$241K Sell
2,922
-3,875
-57% -$295K 0.06% 136
2023
Q3 		$533K Sell
6,797
-609
-8% -$51K 0.14% 61
2023
Q2 		$653K Buy
7,406
+488
+7% +$42K 0.18% 43
2023
Q1 		$558K Buy
6,918
+1,641
+31% +$134K 0.16% 46
2022
Q4 		$422K Buy
5,277
+1,488
+39% +$121K 0.12% 60
2022
Q3 		$311K Buy
3,789
+712
+23% +$64K 0.1% 66
2022
Q2 		$285K Sell
3,077
-622
-17% -$63K 0.08% 76
2022
Q1 		$411K Buy
3,699
+1,819
+97% +$192K 0.11% 59
2021
Q4 		$194K Sell
1,880
-1,271
-40% -$147K 0.06% 110
2021
Q3 		$395K Buy
3,151
+798
+34% +$103K 0.14% 50
2021
Q2 		$292K Buy
2,353
+678
+40% +$85.1K 0.11% 57
2021
Q1 		$198K Buy
1,675
+403
+32% +$47.2K 0.08% 70
2020
Q4 		$149K Buy
1,272
+1,045
+460% +$115K 0.07% 79
2020
Q3 		$24K Buy
227
+92
+68% +$9.24K 0.01% 146
2020
Q2 		$12K Buy
+135
New +$12.9K 0.01% 139

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janiczek Wealth Management's MDT Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Medtronic (MDT) stake by 17% in Q2 2024, selling an estimated $93.2K and leaving 5,630 shares worth $444K. The position accounts for 0.09% of the portfolio, ranked #90.

Janiczek Wealth Management first reported a position in MDT in Q2 2020 and has held it in 17 quarters since. The position peaked at $653K in Q2 2023. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Janiczek Wealth Management held 5,630 shares of Medtronic worth $444K as of Q2 2024.
  • Janiczek Wealth Management sold 1,137 Medtronic shares in Q2 2024, an estimated $93.2K.
  • Medtronic made up 0.09% of Janiczek Wealth Management's portfolio in Q2 2024, its #90 holding.
  • Janiczek Wealth Management first reported a position in Medtronic in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Medtronic position peaked at $653K in Q2 2023.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.