PIA
MDT icon

Pinion Investment Advisors’s Medtronic MDT Stock Holding History

Pinion 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
-6,083
Closed -$501K – 158
2023
Q4 		$501K Buy
6,083
+6
+0.1% +$457 0.3% 75
2023
Q3 		$476K Buy
6,077
+442
+8% +$37K 0.31% 79
2023
Q2 		$496K Buy
5,635
+1,104
+24% +$95K 0.34% 75
2023
Q1 		$365K Buy
4,531
+1,881
+71% +$153K 0.34% 77
2022
Q4 		$206K Buy
2,650
+1
+0% +$81 0.19% 119
2022
Q3 		$214K Sell
2,649
-849
-24% -$76.3K 0.19% 144
2022
Q2 		$314K Sell
3,498
-1,121
-24% -$114K 0.26% 119
2022
Q1 		$512K Buy
+4,619
New +$488K 0.35% 86

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinion Investment Advisors's MDT Position: Q1 2024 in Review

Pinion Investment Advisors sold out of Medtronic (MDT) in Q1 2024, closing a stake of 6,083 shares — an estimated $501K sold.

Pinion Investment Advisors first reported a position in MDT in Q1 2022 and held it in 8 quarters. The position peaked at $512K in Q1 2022. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Pinion Investment Advisors reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Pinion Investment Advisors sold 6,083 Medtronic shares in Q1 2024, an estimated $501K.
  • Pinion Investment Advisors first reported a position in Medtronic in Q1 2022 and held it in 8 quarters.
  • Pinion Investment Advisors's Medtronic position peaked at $512K in Q1 2022.
  • 2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Pinion Investment Advisors's 13F filing for Q1 2024, filed 9 May 2024.