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Morse Asset Management’s Medtronic MDT Stock Holding History

Morse 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
Q4 		– Sell
-2,500
Closed -$225K – 360
2024
Q3 		$225K Buy
+2,500
New +$210K 0.05% 168
2021
Q4 		– Sell
-4,750
Closed -$595K – 177
2021
Q3 		$595K Buy
4,750
+1,000
+27% +$129K 0.14% 116
2021
Q2 		$465K Sell
3,750
-50
-1% -$6.28K 0.11% 120
2021
Q1 		$449K Hold
3,800
– – 0.12% 119
2020
Q4 		$445K Sell
3,800
-255
-6% -$28.1K 0.12% 108
2020
Q3 		$421K Buy
+4,055
New +$407K 0.14% 99

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

Morse Asset Management's MDT Position: Q4 2024 in Review

Morse Asset Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,500 shares — an estimated $225K sold.

Morse Asset Management first reported a position in MDT in Q3 2020 and held it in 6 quarters. The position peaked at $595K in Q3 2021. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Morse Asset Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Morse Asset Management sold 2,500 Medtronic shares in Q4 2024, an estimated $225K.
  • Morse Asset Management first reported a position in Medtronic in Q3 2020 and held it in 6 quarters.
  • Morse Asset Management's Medtronic position peaked at $595K in Q3 2021.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Morse Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.