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Orrstown Financial Services’s Medtronic MDT Stock Holding History

Orrstown 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
Q4 		– Sell
-2,346
Closed -$211K – 139
2024
Q3 		$211K Buy
+2,346
New +$197K 0.06% 133
2019
Q4 		– Sell
-837
Closed -$90K – 165
2019
Q3 		$90K Sell
837
-717
-46% -$74.8K 0.12% 109
2019
Q2 		$151K Sell
1,554
-8,830
-85% -$806K 0.21% 88
2019
Q1 		$946K Buy
10,384
+417
+4% +$37.3K 1.33% 31
2018
Q4 		$907K Sell
9,967
-59
-0.6% -$5.51K 1.36% 30
2018
Q3 		$986K Sell
10,026
-389
-4% -$36K 1.29% 30
2018
Q2 		$892K Sell
10,415
-366
-3% -$30.6K 1.11% 41
2018
Q1 		$865K Sell
10,781
-182
-2% -$15K 1.02% 47
2017
Q4 		$885K Sell
10,963
-152
-1% -$12.2K 1.02% 49
2017
Q3 		$864K Sell
11,115
-1,805
-14% -$150K 0.97% 51
2017
Q2 		$1.15M Sell
12,920
-787
-6% -$66.4K 1.26% 31
2017
Q1 		$1.1M Sell
13,707
-261
-2% -$20.4K 1.11% 41
2016
Q4 		$1.02M Buy
13,968
+25
+0.2% +$1.96K 1.04% 44
2016
Q3 		$1.21M Sell
13,943
-742
-5% -$64.7K 1.27% 27
2016
Q2 		$1.27M Sell
14,685
-744
-5% -$60.2K 1.37% 21
2016
Q1 		$1.16M Buy
15,429
+105
+0.7% +$7.91K 1.25% 34
2015
Q4 		$1.18M Buy
15,324
+1,070
+8% +$80.5K 1.28% 30
2015
Q3 		$954K Sell
14,254
-357
-2% -$26.3K 1.12% 38
2015
Q2 		$1.08M Buy
14,611
+105
+0.7% +$8.02K 1.18% 35
2015
Q1 		$1.13M Sell
14,506
-1,371
-9% -$104K 1.22% 33
2014
Q4 		$1.15M Sell
15,877
-921
-5% -$64K 1.21% 32
2014
Q3 		$1.04M Sell
16,798
-1,496
-8% -$95.1K 1.13% 35
2014
Q2 		$1.17M Buy
18,294
+2,576
+16% +$156K 1.24% 34
2014
Q1 		$967K Buy
15,718
+968
+7% +$56.4K 1.03% 45
2013
Q4 		$846K Buy
14,750
+4,719
+47% +$268K 0.88% 49
2013
Q3 		$534K Buy
+10,031
New +$540K 0.61% 61

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

Orrstown Financial Services's MDT Position: Q4 2024 in Review

Orrstown Financial Services sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,346 shares — an estimated $211K sold.

Orrstown Financial Services first reported a position in MDT in Q3 2013 and held it in 26 quarters. The position peaked at $1.27M in Q2 2016. 2,124 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Orrstown Financial Services reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Orrstown Financial Services sold 2,346 Medtronic shares in Q4 2024, an estimated $211K.
  • Orrstown Financial Services first reported a position in Medtronic in Q3 2013 and held it in 26 quarters.
  • Orrstown Financial Services's Medtronic position peaked at $1.27M in Q2 2016.
  • 2,124 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Orrstown Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.