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LifePro Asset Management’s Medtronic MDT Stock Holding History

LifePro Asset 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
Q3 		– Sell
-2,980
Closed -$235K – 169
2024
Q2 		$235K Buy
2,980
+13
+0.4% +$1.07K 0.17% 113
2024
Q1 		$259K Sell
2,967
-88
-3% -$7.51K 0.17% 108
2023
Q4 		$252K Sell
3,055
-151
-5% -$11.5K 0.19% 88
2023
Q3 		$251K Buy
3,206
+87
+3% +$7.28K 0.21% 84
2023
Q2 		$275K Buy
+3,119
New +$269K 0.21% 87

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

LifePro Asset Management's MDT Position: Q3 2024 in Review

LifePro Asset Management sold out of Medtronic (MDT) in Q3 2024, closing a stake of 2,980 shares — an estimated $235K sold.

LifePro Asset Management first reported a position in MDT in Q2 2023 and held it in 5 quarters. The position peaked at $275K in Q2 2023. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • LifePro Asset Management reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • LifePro Asset Management sold 2,980 Medtronic shares in Q3 2024, an estimated $235K.
  • LifePro Asset Management first reported a position in Medtronic in Q2 2023 and held it in 5 quarters.
  • LifePro Asset Management's Medtronic position peaked at $275K in Q2 2023.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.