New Jersey Better Educational Savings Trust’s Medtronic MDT Stock Holding History

New Jersey Better Educational Savings Trust’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	-4,510	Closed	-$393K	–	67
2024 Q1	$393K	Hold	4,510	–	–	0.74%	37
2023 Q4	$372K	Hold	4,510	–	–	0.78%	37
2023 Q3	$353K	Hold	4,510	–	–	0.87%	34
2023 Q2	$397K	Hold	4,510	–	–	0.94%	31
2023 Q1	$364K	Hold	4,510	–	–	0.98%	35
2022 Q4	$351K	Hold	4,510	–	–	1.03%	34
2022 Q3	$364K	Hold	4,510	–	–	1.22%	30
2022 Q2	$405K	Hold	4,510	–	–	1.27%	25
2022 Q1	$500K	Hold	4,510	–	–	1.22%	23
2021 Q4	$467K	Sell	4,510 -790	-15%	-$91.5K	1.04%	27
2021 Q3	$664K	Hold	5,300	–	–	1.32%	16
2021 Q2	$658K	Hold	5,300	–	–	1.31%	16
2021 Q1	$626K	Hold	5,300	–	–	1.38%	15
2020 Q4	$621K	Hold	5,300	–	–	1.15%	21
2020 Q3	$551K	Hold	5,300	–	–	0.91%	36
2020 Q2	$486K	Hold	5,300	–	–	0.89%	35
2020 Q1	$478K	Hold	5,300	–	–	1.13%	27
2019 Q4	$601K	Buy	5,300 +1,300	+33%	+$143K	1.02%	30
2019 Q3	$434K	Hold	4,000	–	–	0.61%	37
2019 Q2	$390K	Buy	+4,000	New	+$365K	0.52%	47
2017 Q4	–	Sell	-7,000	Closed	-$544K	–	182
2017 Q3	$544K	Buy	+7,000	New	+$581K	0.46%	69

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

New Jersey Better Educational Savings Trust's MDT Position: Q2 2024 in Review

New Jersey Better Educational Savings Trust sold out of Medtronic (MDT) in Q2 2024, closing a stake of 4,510 shares — an estimated $393K sold.

New Jersey Better Educational Savings Trust first reported a position in MDT in Q3 2017 and held it in 21 quarters. The position peaked at $664K in Q3 2021. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

New Jersey Better Educational Savings Trust reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 4,510 Medtronic shares in Q2 2024, an estimated $393K.
New Jersey Better Educational Savings Trust first reported a position in Medtronic in Q3 2017 and held it in 21 quarters.
New Jersey Better Educational Savings Trust's Medtronic position peaked at $664K in Q3 2021.
2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2024, filed 6 Aug 2024.