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Legacy Bridge’s Medtronic MDT Stock Holding History

Legacy Bridge’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 		– Sell
-2,365
Closed -$206K – 309
2024
Q1 		$206K Hold
2,365
– – 0.12% 133
2023
Q4 		$195K Sell
2,365
-225
-9% -$17.1K 0.13% 136
2023
Q3 		$203K Hold
2,590
– – 0.14% 138
2023
Q2 		$228K Buy
2,590
+575
+29% +$49.5K 0.15% 135
2023
Q1 		$162K Buy
2,015
+495
+33% +$40.3K 0.11% 146
2022
Q4 		$118K Hold
1,520
– – 0.08% 157
2022
Q3 		$123K Buy
1,520
+150
+11% +$13.5K 0.1% 148
2022
Q2 		$123K Hold
1,370
– – 0.09% 153
2022
Q1 		$152K Hold
1,370
– – 0.09% 155
2021
Q4 		$142K Buy
1,370
+30
+2% +$3.47K 0.07% 160
2021
Q3 		$168K Buy
1,340
+40
+3% +$5.18K 0.1% 152
2021
Q2 		$161K Hold
1,300
– – 0.09% 154
2021
Q1 		$154K Hold
1,300
– – 0.1% 148
2020
Q4 		$152K Buy
+1,300
New +$143K 0.11% 142

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Legacy Bridge's MDT Position: Q2 2024 in Review

Legacy Bridge sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,365 shares — an estimated $206K sold.

Legacy Bridge first reported a position in MDT in Q4 2020 and held it in 14 quarters. The position peaked at $228K in Q2 2023. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Legacy Bridge reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Legacy Bridge sold 2,365 Medtronic shares in Q2 2024, an estimated $206K.
  • Legacy Bridge first reported a position in Medtronic in Q4 2020 and held it in 14 quarters.
  • Legacy Bridge's Medtronic position peaked at $228K in Q2 2023.
  • 2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Legacy Bridge's 13F filing for Q2 2024, filed 6 Aug 2024.