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Leverty Financial Group’s Medtronic MDT Stock Holding History

Leverty Financial 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
Q2 		– Sell
-4,014
Closed -$350K – 36
2024
Q1 		$350K Hold
4,014
– – 0.21% 22
2023
Q4 		$331K Hold
4,014
– – 0.21% 22
2023
Q3 		$315K Buy
4,014
+208
+5% +$17.4K 0.23% 17
2023
Q2 		$335K Hold
3,806
– – 0.24% 18
2023
Q1 		$307K Hold
3,806
– – 0.24% 17
2022
Q4 		$296K Buy
3,806
+466
+14% +$37.8K 0.25% 20
2022
Q3 		$269K Hold
3,340
– – 0.26% 17
2022
Q2 		$299K Hold
3,340
– – 0.28% 17
2022
Q1 		$370K Hold
3,340
– – 0.29% 15
2021
Q4 		$345K Buy
+3,340
New +$387K 0.27% 12

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

Leverty Financial Group's MDT Position: Q2 2024 in Review

Leverty Financial Group sold out of Medtronic (MDT) in Q2 2024, closing a stake of 4,014 shares — an estimated $350K sold.

Leverty Financial Group first reported a position in MDT in Q4 2021 and held it in 10 quarters. The position peaked at $370K in Q1 2022. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Leverty Financial Group reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Leverty Financial Group sold 4,014 Medtronic shares in Q2 2024, an estimated $350K.
  • Leverty Financial Group first reported a position in Medtronic in Q4 2021 and held it in 10 quarters.
  • Leverty Financial Group's Medtronic position peaked at $370K in Q1 2022.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Leverty Financial Group's 13F filing for Q2 2024, filed 15 Jul 2024.