KFP
MDT icon

KMG Fiduciary Partners’s Medtronic MDT Stock Holding History

KMG Fiduciary 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
-18,609
Closed -$1.68M – 274
2024
Q3 		$1.68M Buy
18,609
+741
+4% +$62.3K 0.14% 137
2024
Q2 		$1.41M Buy
17,868
+1,502
+9% +$123K 0.14% 128
2024
Q1 		$1.43M Buy
16,366
+627
+4% +$53.5K 0.15% 126
2023
Q4 		$1.3M Buy
+15,739
New +$1.2M 0.15% 127
2023
Q2 		– Sell
-2,907
Closed -$234K – 232
2023
Q1 		$234K Sell
2,907
-234
-7% -$19.1K 0.03% 213
2022
Q4 		$244K Sell
3,141
-1,115
-26% -$90.4K 0.04% 213
2022
Q3 		$344K Buy
4,256
+367
+9% +$33K 0.07% 157
2022
Q2 		$349K Sell
3,889
-31
-0.8% -$3.14K 0.07% 162
2022
Q1 		$435K Buy
3,920
+26
+0.7% +$2.75K 0.07% 153
2021
Q4 		$403K Buy
3,894
+91
+2% +$10.5K 0.06% 151
2021
Q3 		$477K Sell
3,803
-6,231
-62% -$806K 0.08% 132
2021
Q2 		$1.25M Sell
10,034
-211
-2% -$26.5K 0.22% 90
2021
Q1 		$1.21M Buy
10,245
+15
+0.1% +$1.76K 0.24% 86
2020
Q4 		$1.2M Buy
10,230
+844
+9% +$92.9K 0.25% 85
2020
Q3 		$975K Buy
9,386
+6,475
+222% +$650K 0.24% 82
2020
Q2 		$267K Buy
2,911
+16
+0.6% +$1.53K 0.07% 118
2020
Q1 		$261K Sell
2,895
-255
-8% -$27.1K 0.08% 113
2019
Q4 		$357K Hold
3,150
– – 0.11% 99
2019
Q3 		$342K Sell
3,150
-725
-19% -$75.6K 0.12% 91
2019
Q2 		$377K Buy
3,875
+265
+7% +$24.2K 0.14% 85
2019
Q1 		$329K Buy
3,610
+152
+4% +$13.6K 0.12% 91
2018
Q4 		$315K Buy
+3,458
New +$323K 0.14% 80

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

KMG Fiduciary Partners's MDT Position: Q4 2024 in Review

KMG Fiduciary Partners sold out of Medtronic (MDT) in Q4 2024, closing a stake of 18,609 shares — an estimated $1.68M sold.

KMG Fiduciary Partners first reported a position in MDT in Q4 2018 and held it in 22 quarters. The position peaked at $1.68M in Q3 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • KMG Fiduciary Partners reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • KMG Fiduciary Partners sold 18,609 Medtronic shares in Q4 2024, an estimated $1.68M.
  • KMG Fiduciary Partners first reported a position in Medtronic in Q4 2018 and held it in 22 quarters.
  • KMG Fiduciary Partners's Medtronic position peaked at $1.68M in Q3 2024.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on KMG Fiduciary Partners's 13F filing for Q4 2024, filed 15 Jan 2025.