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River Wealth Advisors’s Medtronic MDT Stock Holding History

River Wealth 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
-2,447
Closed -$202K – 215
2023
Q4 		$202K Buy
+2,447
New +$186K 0.03% 204
2023
Q3 		– Sell
-2,470
Closed -$218K – 208
2023
Q2 		$218K Sell
2,470
-213
-8% -$18.3K 0.04% 203
2023
Q1 		$216K Buy
+2,683
New +$219K 0.04% 198
2021
Q4 		– Sell
-2,058
Closed -$258K – 224
2021
Q3 		$258K Sell
2,058
-103
-5% -$13.3K 0.04% 194
2021
Q2 		$268K Sell
2,161
-58
-3% -$7.28K 0.05% 190
2021
Q1 		$262K Sell
2,219
-215
-9% -$25.2K 0.05% 191
2020
Q4 		$285K Buy
2,434
+70
+3% +$7.71K 0.06% 177
2020
Q3 		$246K Buy
+2,364
New +$237K 0.06% 179
2020
Q1 		– Sell
-1,917
Closed -$217K – 165
2019
Q4 		$217K Buy
+1,917
New +$210K 0.07% 158
2019
Q1 		– Sell
-1,300
Closed -$118K – 354
2018
Q4 		$118K Sell
1,300
-357
-22% -$33.4K 0.05% 177
2018
Q3 		$163K Sell
1,657
-27
-2% -$2.5K 0.06% 175
2018
Q2 		$144K Buy
+1,684
New +$141K 0.06% 180

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

River Wealth Advisors's MDT Position: Q1 2024 in Review

River Wealth Advisors sold out of Medtronic (MDT) in Q1 2024, closing a stake of 2,447 shares — an estimated $202K sold.

River Wealth Advisors first reported a position in MDT in Q2 2018 and held it in 12 quarters. The position peaked at $285K in Q4 2020. 2,076 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • River Wealth Advisors reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • River Wealth Advisors sold 2,447 Medtronic shares in Q1 2024, an estimated $202K.
  • River Wealth Advisors first reported a position in Medtronic in Q2 2018 and held it in 12 quarters.
  • River Wealth Advisors's Medtronic position peaked at $285K in Q4 2020.
  • 2,076 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on River Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.