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Realta Investment Advisors’s Medtronic MDT Stock Holding History

Realta 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
Q3 		– Sell
-6,083
Closed -$479K – 606
2024
Q2 		$479K Buy
6,083
+1,330
+28% +$109K 0.09% 230
2024
Q1 		$414K Sell
4,753
-607
-11% -$51.8K 0.09% 263
2023
Q4 		$442K Buy
5,360
+2,673
+99% +$204K 0.1% 239
2023
Q3 		$237K Sell
2,687
-360
-12% -$30.1K 0.05% 344
2023
Q2 		$268K Buy
3,047
+534
+21% +$46K 0.06% 331
2023
Q1 		$203K Sell
2,513
-795
-24% -$64.8K 0.05% 388
2022
Q4 		$257K Sell
3,308
-1,925
-37% -$156K 0.06% 336
2022
Q3 		$423K Buy
5,233
+232
+5% +$20.8K 0.11% 216
2022
Q2 		$457K Buy
5,001
+13
+0.3% +$1.32K 0.11% 202
2022
Q1 		$553K Buy
4,988
+360
+8% +$38K 0.11% 201
2021
Q4 		$479K Sell
4,628
-12
-0.3% -$1.39K 0.11% 222
2021
Q3 		$582K Sell
4,640
-2
-0% -$259 0.14% 180
2021
Q2 		$576K Buy
4,642
+1,032
+29% +$130K 0.14% 185
2021
Q1 		$426K Sell
3,610
-411
-10% -$48.2K 0.11% 222
2020
Q4 		$471K Buy
4,021
+1,009
+33% +$111K 0.13% 175
2020
Q3 		$313K Sell
3,012
-3,122
-51% -$314K 0.1% 219
2020
Q2 		$563K Buy
6,134
+1,686
+38% +$162K 0.19% 137
2020
Q1 		$401K Buy
4,448
+1,269
+40% +$135K 0.17% 161
2019
Q4 		$355K Buy
3,179
+938
+42% +$103K 0.1% 239
2019
Q3 		$246K Buy
2,241
+7
+0.3% +$730 0.07% 290
2019
Q2 		$218K Buy
2,234
+769
+52% +$70.2K 0.06% 312
2019
Q1 		$133K Buy
+1,465
New +$131K 0.06% 344

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Realta Investment Advisors's MDT Position: Q3 2024 in Review

Realta Investment Advisors sold out of Medtronic (MDT) in Q3 2024, closing a stake of 6,083 shares — an estimated $479K sold.

Realta Investment Advisors first reported a position in MDT in Q1 2019 and held it in 22 quarters. The position peaked at $582K in Q3 2021. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Realta Investment Advisors reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 6,083 Medtronic shares in Q3 2024, an estimated $479K.
  • Realta Investment Advisors first reported a position in Medtronic in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's Medtronic position peaked at $582K in Q3 2021.
  • 2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.