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S.E.E.D. Planning Group’s Medtronic MDT Stock Holding History

S.E.E.D. Planning 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
Q2 		– Sell
-2,344
Closed -$204K – 77
2024
Q1 		$204K Sell
2,344
-199
-8% -$17K 0.07% 75
2023
Q4 		$209K Sell
2,543
-553
-18% -$42.1K 0.08% 78
2023
Q3 		$243K Sell
3,096
-4,721
-60% -$395K 0.09% 71
2023
Q2 		$689K Sell
7,817
-1,534
-16% -$132K 0.24% 52
2023
Q1 		$754K Buy
9,351
+2,333
+33% +$190K 0.29% 48
2022
Q4 		$545K Sell
7,018
-1,931
-22% -$157K 0.24% 52
2022
Q3 		$723K Buy
8,949
+1,294
+17% +$116K 0.34% 46
2022
Q2 		$687K Sell
7,655
-12,034
-61% -$1.22M 0.31% 46
2022
Q1 		$2.18M Buy
19,689
+9,715
+97% +$1.03M 0.93% 36
2021
Q4 		$1.03M Buy
9,974
+6,582
+194% +$762K 0.45% 44
2021
Q3 		$425K Buy
3,392
+352
+12% +$45.6K 0.2% 55
2021
Q2 		$377K Buy
3,040
+304
+11% +$38.2K 0.19% 62
2021
Q1 		$323K Buy
2,736
+164
+6% +$19.2K 0.18% 62
2020
Q4 		$301K Sell
2,572
-229
-8% -$25.2K 0.18% 56
2020
Q3 		$291K Buy
+2,801
New +$281K 0.21% 54
2020
Q1 		– Sell
-3,435
Closed -$390K – 57
2019
Q4 		$390K Buy
+3,435
New +$377K 0.34% 46

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

S.E.E.D. Planning Group's MDT Position: Q2 2024 in Review

S.E.E.D. Planning Group sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,344 shares — an estimated $204K sold.

S.E.E.D. Planning Group first reported a position in MDT in Q4 2019 and held it in 16 quarters. The position peaked at $2.18M in Q1 2022. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • S.E.E.D. Planning Group reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 2,344 Medtronic shares in Q2 2024, an estimated $204K.
  • S.E.E.D. Planning Group first reported a position in Medtronic in Q4 2019 and held it in 16 quarters.
  • S.E.E.D. Planning Group's Medtronic position peaked at $2.18M in Q1 2022.
  • 2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2024, filed 18 Jul 2024.