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McCollum Christoferson Group’s Medtronic MDT Stock Holding History

McCollum Christoferson 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
Q1 		– Sell
-65,130
Closed -$5.37M – 66
2023
Q4 		$5.37M Sell
65,130
-2,498
-4% -$190K 1.62% 27
2023
Q3 		$5.3M Sell
67,628
-732
-1% -$61.3K 1.63% 30
2023
Q2 		$6.02M Buy
68,360
+1,770
+3% +$152K 1.72% 29
2023
Q1 		$5.37M Sell
66,590
-1,825
-3% -$149K 1.66% 30
2022
Q4 		$5.32M Sell
68,415
-3,301
-5% -$268K 1.68% 27
2022
Q3 		$5.79M Sell
71,716
-1,087
-1% -$97.7K 1.94% 26
2022
Q2 		$6.53M Sell
72,803
-205
-0.3% -$20.8K 1.99% 26
2022
Q1 		$8.1M Buy
73,008
+1,232
+2% +$130K 2% 26
2021
Q4 		$7.42M Buy
71,776
+1,548
+2% +$179K 1.67% 35
2021
Q3 		$8.8M Buy
70,228
+105
+0.1% +$13.6K 2.1% 23
2021
Q2 		$8.7M Sell
70,123
-92
-0.1% -$11.6K 2.07% 23
2021
Q1 		$8.29M Buy
70,215
+553
+0.8% +$64.8K 2.11% 24
2020
Q4 		$8.16M Buy
69,662
+11,715
+20% +$1.29M 2.09% 24
2020
Q3 		$6.02M Buy
57,947
+1,142
+2% +$115K 1.73% 29
2020
Q2 		$5.21M Buy
56,805
+186
+0.3% +$17.8K 1.69% 31
2020
Q1 		$5.11M Sell
56,619
-175
-0.3% -$18.6K 2.04% 23
2019
Q4 		$6.44M Buy
56,794
+53
+0.1% +$5.82K 2.17% 22
2019
Q3 		$6.17M Sell
56,741
-1,015
-2% -$106K 2.2% 22
2019
Q2 		$5.63M Sell
57,756
-512
-0.9% -$46.7K 1.98% 24
2019
Q1 		$5.31M Buy
58,268
+245
+0.4% +$21.9K 1.96% 26
2018
Q4 		$5.28M Buy
58,023
+344
+0.6% +$32.1K 2.23% 21
2018
Q3 		$5.67M Sell
57,679
-124
-0.2% -$11.5K 2.08% 20
2018
Q2 		$4.95M Sell
57,803
-492
-0.8% -$41.1K 2.01% 21
2018
Q1 		$4.68M Buy
58,295
+82
+0.1% +$6.76K 1.95% 22
2017
Q4 		$4.7M Buy
+58,213
New +$4.66M 1.95% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McCollum Christoferson Group's MDT Position: Q1 2024 in Review

McCollum Christoferson Group sold out of Medtronic (MDT) in Q1 2024, closing a stake of 65,130 shares — an estimated $5.37M sold.

McCollum Christoferson Group first reported a position in MDT in Q4 2017 and held it in 25 quarters. The position peaked at $8.8M in Q3 2021. 2,081 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • McCollum Christoferson Group reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • McCollum Christoferson Group sold 65,130 Medtronic shares in Q1 2024, an estimated $5.37M.
  • McCollum Christoferson Group first reported a position in Medtronic in Q4 2017 and held it in 25 quarters.
  • McCollum Christoferson Group's Medtronic position peaked at $8.8M in Q3 2021.
  • 2,081 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on McCollum Christoferson Group's 13F filing for Q1 2024, filed 26 Apr 2024.