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Kennedy Investment Group’s Medtronic MDT Stock Holding History

Kennedy Investment 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
Q3 		– Sell
-4,551
Closed -$358K – 125
2024
Q2 		$358K Buy
4,551
+202
+5% +$16.6K 0.18% 93
2024
Q1 		$379K Buy
+4,349
New +$371K 0.2% 91

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Kennedy Investment Group's MDT Position: Q3 2024 in Review

Kennedy Investment Group sold out of Medtronic (MDT) in Q3 2024, closing a stake of 4,551 shares — an estimated $358K sold.

Kennedy Investment Group first reported a position in MDT in Q1 2024 and held it in 2 quarters. The position peaked at $379K in Q1 2024. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Kennedy Investment Group reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Kennedy Investment Group sold 4,551 Medtronic shares in Q3 2024, an estimated $358K.
  • Kennedy Investment Group first reported a position in Medtronic in Q1 2024 and held it in 2 quarters.
  • Kennedy Investment Group's Medtronic position peaked at $379K in Q1 2024.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Kennedy Investment Group's 13F filing for Q3 2024, filed 21 Oct 2024.