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Planning Capital Management Corporation’s Medtronic MDT Stock Holding History

Planning Capital Management Corporation’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
Q3 		$1.12M Buy
12,402
+6,873
+124% +$578K 0.74% 36
2024
Q2 		$435K Buy
5,529
+5,142
+1,329% +$422K 0.31% 56
2024
Q1 		$33.7K Buy
387
+58
+18% +$4.95K 0.02% 226
2023
Q4 		$27.1K Buy
+329
New +$25.1K 0.02% 247

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Planning Capital Management Corporation's MDT Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Medtronic (MDT) stake by 124% in Q3 2024, buying an estimated $578K and bringing the position to 12,402 shares worth $1.12M. The position accounts for 0.74% of the portfolio, ranked #36.

Planning Capital Management Corporation first reported a position in MDT in Q4 2023 and has held it in 4 quarters since. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Planning Capital Management Corporation held 12,402 shares of Medtronic worth $1.12M as of Q3 2024.
  • Planning Capital Management Corporation bought 6,873 Medtronic shares in Q3 2024, an estimated $578K.
  • Medtronic made up 0.74% of Planning Capital Management Corporation's portfolio in Q3 2024, its #36 holding.
  • Planning Capital Management Corporation first reported a position in Medtronic in Q4 2023 and has held it in 4 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.