Retirement Group’s Medtronic MDT Stock Holding History

Retirement Group’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	$14.9K	Buy	171 +143	+511%	+$12.2K	0.01%	402
2023 Q4	$2.31K	Hold	28	–	–	﹤0.01%	626
2023 Q3	$2.19K	Sell	28 -23	-45%	-$1.93K	﹤0.01%	576
2023 Q2	$4.49K	Hold	51	–	–	﹤0.01%	524
2023 Q1	$4K	Buy	51 +48	+1,600%	+$3.91K	﹤0.01%	521
2022 Q4	$0	Hold	3	–	–	﹤0.01%	689
2022 Q3	$0	Sell	3 -134	-98%	-$12K	﹤0.01%	689
2022 Q2	$12K	Sell	137 -8	-6%	-$811	0.01%	411
2022 Q1	$16K	Buy	145 +41	+39%	+$4.33K	0.01%	377
2021 Q4	$11K	Buy	+104	New	+$12K	﹤0.01%	412
2021 Q2	–	Sell	-330	Closed	-$39K	–	727
2021 Q1	$39K	Buy	330 +7	+2%	+$820	0.02%	308
2020 Q4	$40K	Sell	323 -112	-26%	-$12.3K	0.02%	287
2020 Q3	$45K	Sell	435 -55	-11%	-$5.52K	0.03%	258
2020 Q2	$45K	Buy	+490	New	+$47K	0.03%	247
2019 Q4	$95K	Buy	+841	New	+$92.3K	0.06%	169

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Retirement Group's MDT Position: Q1 2024 in Review

Retirement Group increased its Medtronic (MDT) stake by 511% in Q1 2024, buying an estimated $12.2K and bringing the position to 171 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #402.

Retirement Group first reported a position in MDT in Q4 2019 and has held it in 15 quarters since. The position peaked at $95K in Q4 2019. 2,081 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

Retirement Group held 171 shares of Medtronic worth $14.9K as of Q1 2024.
Retirement Group bought 143 Medtronic shares in Q1 2024, an estimated $12.2K.
Medtronic made up 0.01% of Retirement Group's portfolio in Q1 2024, its #402 holding.
Retirement Group first reported a position in Medtronic in Q4 2019 and has held it in 15 quarters since.
Retirement Group's Medtronic position peaked at $95K in Q4 2019.
2,081 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.