PCA
MDT icon

Prosperity Capital Advisors’s Medtronic MDT Stock Holding History

Prosperity Capital 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
Q2 		– Sell
-2,994
Closed -$261K – 338
2024
Q1 		$261K Buy
+2,994
New +$256K 0.03% 283
2023
Q4 		– Sell
-2,859
Closed -$224K – 273
2023
Q3 		$224K Buy
+2,859
New +$239K 0.03% 221

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

Prosperity Capital Advisors's MDT Position: Q2 2024 in Review

Prosperity Capital Advisors sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,994 shares — an estimated $261K sold.

Prosperity Capital Advisors first reported a position in MDT in Q3 2023 and held it in 2 quarters. The position peaked at $261K in Q1 2024. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Prosperity Capital Advisors reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 2,994 Medtronic shares in Q2 2024, an estimated $261K.
  • Prosperity Capital Advisors first reported a position in Medtronic in Q3 2023 and held it in 2 quarters.
  • Prosperity Capital Advisors's Medtronic position peaked at $261K in Q1 2024.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Prosperity Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.