Mountain Capital Investment Advisors’s Medtronic MDT Stock Holding History

Mountain Capital Investment Advisors’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	-9,830	Closed	-$851K	–	64
2023 Q4	$851K	Buy	9,830 +1,569	+19%	+$120K	0.29%	28
2023 Q3	$584K	Sell	8,261 -832	-9%	-$69.6K	0.22%	38
2023 Q2	$807K	Buy	+9,093	New	+$783K	0.3%	47
2021 Q2	–	Sell	-7,107	Closed	-$879K	–	136
2021 Q1	$879K	Buy	7,107 +4,070	+134%	+$477K	0.44%	90
2020 Q4	$360K	Buy	3,037 +344	+13%	+$37.9K	0.22%	115
2020 Q3	$294K	Buy	+2,693	New	+$270K	0.19%	89

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mountain Capital Investment Advisors's MDT Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of Medtronic (MDT) in Q1 2024, closing a stake of 9,830 shares — an estimated $851K sold.

Mountain Capital Investment Advisors first reported a position in MDT in Q3 2020 and held it in 6 quarters. The position peaked at $879K in Q1 2021. 2,076 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

Mountain Capital Investment Advisors reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
Mountain Capital Investment Advisors sold 9,830 Medtronic shares in Q1 2024, an estimated $851K.
Mountain Capital Investment Advisors first reported a position in Medtronic in Q3 2020 and held it in 6 quarters.
Mountain Capital Investment Advisors's Medtronic position peaked at $879K in Q1 2021.
2,076 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.