P.J. Schmidt Investment Management (PJS)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,095
| Closed | -$270K | – | 185 |
|
|
2024
Q1 | $270K | Sell |
3,095
-68
| -2% | -$5.8K | 0.05% | 154 |
|
|
2023
Q4 | $274K | Sell |
3,163
-47
| -1% | -$3.58K | 0.05% | 151 |
|
|
2023
Q3 | $232K | Sell |
3,210
-720
| -18% | -$60.3K | 0.05% | 155 |
|
|
2023
Q2 | $350K | Hold |
3,930
| – | – | 0.07% | 130 |
|
|
2023
Q1 | $359K | Sell |
3,930
-502
| -11% | -$40.9K | 0.08% | 130 |
|
|
2022
Q4 | $344K | Sell |
4,432
-30
| -0.7% | -$2.43K | 0.08% | 124 |
|
|
2022
Q3 | $372K | Buy |
4,462
+50
| +1% | +$4.49K | 0.09% | 118 |
|
|
2022
Q2 | $398K | Buy |
4,412
+247
| +6% | +$25K | 0.09% | 121 |
|
|
2022
Q1 | $435K | Sell |
4,165
-60
| -1% | -$6.34K | 0.1% | 117 |
|
|
2021
Q4 | $437K | Sell |
4,225
-130
| -3% | -$15.1K | 0.09% | 129 |
|
|
2021
Q3 | $540K | Hold |
4,355
| – | – | 0.11% | 117 |
|
|
2021
Q2 | $560K | Buy |
4,355
+80
| +2% | +$10K | 0.11% | 113 |
|
|
2021
Q1 | $562K | Sell |
4,275
-735
| -15% | -$86.1K | 0.12% | 109 |
|
|
2020
Q4 | $558K | Hold |
5,010
| – | – | 0.13% | 104 |
|
|
2020
Q3 | $527K | Buy |
5,010
+108
| +2% | +$10.8K | 0.13% | 99 |
|
|
2020
Q2 | $450K | Buy |
4,902
+5
| +0.1% | +$479 | 0.13% | 83 |
|
|
2020
Q1 | $442K | Sell |
4,897
-130
| -3% | -$13.8K | 0.15% | 84 |
|
|
2019
Q4 | $570K | Hold |
5,027
| – | – | 0.15% | 91 |
|
|
2019
Q3 | $546K | Hold |
5,027
| – | – | 0.16% | 90 |
|
|
2019
Q2 | $490K | Buy |
5,027
+94
| +2% | +$8.58K | 0.14% | 92 |
|
|
2019
Q1 | $449K | Sell |
4,933
-150
| -3% | -$13.4K | 0.13% | 96 |
|
|
2018
Q4 | $462K | Sell |
5,083
-220
| -4% | -$20.6K | 0.15% | 95 |
|
|
2018
Q3 | $522K | Sell |
5,303
-143
| -3% | -$13.2K | 0.15% | 98 |
|
|
2018
Q2 | $466K | Sell |
5,446
-1,502
| -22% | -$125K | 0.14% | 95 |
|
|
2018
Q1 | $557K | Sell |
6,948
-19,269
| -73% | -$1.59M | 0.16% | 88 |
|
|
2017
Q4 | $2.12M | Buy |
26,217
+3,791
| +17% | +$304K | 0.6% | 57 |
|
|
2017
Q3 | $1.74M | Buy |
22,426
+832
| +4% | +$69.1K | 0.52% | 59 |
|
|
2017
Q2 | $1.92M | Buy |
21,594
+652
| +3% | +$55K | 0.58% | 53 |
|
|
2017
Q1 | $1.69M | Buy |
20,942
+390
| +2% | +$30.5K | 0.6% | 59 |
|
|
2016
Q4 | $1.46M | Sell |
20,552
-221
| -1% | -$17.4K | 0.54% | 57 |
|
|
2016
Q3 | $1.79M | Buy |
20,773
+631
| +3% | +$55K | 0.67% | 53 |
|
|
2016
Q2 | $1.75M | Sell |
20,142
-7
| -0% | -$566 | 0.65% | 56 |
|
|
2016
Q1 | $1.51M | Buy |
20,149
+6,497
| +48% | +$489K | 0.59% | 55 |
|
|
2015
Q4 | $1.05M | Sell |
13,652
-1,226
| -8% | -$92.3K | 0.42% | 71 |
|
|
2015
Q3 | $996K | Buy |
14,878
+9,163
| +160% | +$675K | 0.43% | 68 |
|
|
2015
Q2 | $423K | Buy |
5,715
+2,356
| +70% | +$180K | 0.17% | 114 |
|
|
2015
Q1 | $262K | Buy |
+3,359
| New | +$255K | 0.1% | 130 |
|
Other funds holding MDT
P.J. Schmidt Investment Management (PJS)'s MDT Position: Q2 2024 in Review
P.J. Schmidt Investment Management (PJS) sold out of Medtronic (MDT) in Q2 2024, closing a stake of 3,095 shares — an estimated $270K sold.
P.J. Schmidt Investment Management (PJS) first reported a position in MDT in Q1 2015 and held it in 37 quarters. The position peaked at $2.12M in Q4 2017. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.
- P.J. Schmidt Investment Management (PJS) reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
- P.J. Schmidt Investment Management (PJS) sold 3,095 Medtronic shares in Q2 2024, an estimated $270K.
- P.J. Schmidt Investment Management (PJS) first reported a position in Medtronic in Q1 2015 and held it in 37 quarters.
- P.J. Schmidt Investment Management (PJS)'s Medtronic position peaked at $2.12M in Q4 2017.
- 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.
Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2024, filed 29 Jul 2024.