OMC Financial Services’s Medtronic MDT Stock Holding History

OMC Financial Services’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	-5,980	Closed	-$521K	–	62
2024 Q1	$521K	Buy	+5,980	New	+$510K	0.26%	44

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $315B AUM 27.84% 1-Year Est. Return

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

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

OMC Financial Services's MDT Position: Q2 2024 in Review

OMC Financial Services sold out of Medtronic (MDT) in Q2 2024, closing a stake of 5,980 shares — an estimated $521K sold.

OMC Financial Services first reported a position in MDT in Q1 2024 and held it in 1 quarter. The position peaked at $521K in Q1 2024. 2,024 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

OMC Financial Services reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
OMC Financial Services sold 5,980 Medtronic shares in Q2 2024, an estimated $521K.
OMC Financial Services first reported a position in Medtronic in Q1 2024 and held it in 1 quarter.
OMC Financial Services's Medtronic position peaked at $521K in Q1 2024.
2,024 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on OMC Financial Services's 13F filing for Q2 2024, filed 29 Jul 2024.