Sandy Spring Bank’s Medtronic MDT Stock Holding History

Sandy Spring Bank’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
2025 Q1	$799K	Sell	8,890 -4,073	-31%	-$364K	0.03%	246
2024 Q4	$1.04M	Sell	12,963 -1,280	-9%	-$111K	0.04%	233
2024 Q3	$1.28M	Buy	14,243 +1,004	+8%	+$84.5K	0.05%	209
2024 Q2	$1.04M	Buy	13,239 +41	+0.3%	+$3.36K	0.05%	220
2024 Q1	$1.15M	Sell	13,198 -846	-6%	-$72.2K	0.05%	211
2023 Q4	$1.16M	Sell	14,044 -731	-5%	-$55.7K	0.06%	201
2023 Q3	$1.16M	Sell	14,775 -3,438	-19%	-$288K	0.06%	190
2023 Q2	$1.6M	Sell	18,213 -172	-0.9%	-$14.8K	0.09%	179
2023 Q1	$1.48M	Sell	18,385 -458	-2%	-$37.3K	0.08%	181
2022 Q4	$1.46M	Sell	18,843 -1,043	-5%	-$84.5K	0.09%	173
2022 Q3	$1.6M	Buy	19,886 +595	+3%	+$53.5K	0.1%	163
2022 Q2	$1.73M	Sell	19,291 -45	-0.2%	-$4.56K	0.1%	168
2022 Q1	$2.15M	Sell	19,336 -610	-3%	-$64.4K	0.11%	160
2021 Q4	$2.06M	Sell	19,946 -501	-2%	-$58K	0.1%	163
2021 Q3	$2.56M	Sell	20,447 -370	-2%	-$47.9K	0.14%	147
2021 Q2	$2.58M	Buy	20,817 +239	+1%	+$30K	0.14%	143
2021 Q1	$2.43M	Sell	20,578 -495	-2%	-$58K	0.14%	144
2020 Q4	$2.47M	Buy	21,073 +170	+0.8%	+$18.7K	0.15%	137
2020 Q3	$2.17M	Buy	20,903 +36	+0.2%	+$3.62K	0.15%	136
2020 Q2	$1.91M	Buy	20,867 +1,055	+5%	+$101K	0.14%	139
2020 Q1	$1.79M	Buy	19,812 +271	+1%	+$28.8K	0.16%	135
2019 Q4	$2.22M	Buy	19,541 +22	+0.1%	+$2.41K	0.16%	138
2019 Q3	$2.12M	Buy	19,519 +893	+5%	+$93.2K	0.17%	133
2019 Q2	$1.81M	Sell	18,626 -345	-2%	-$31.5K	0.15%	148
2019 Q1	$1.73M	Sell	18,971 -3,769	-17%	-$337K	0.15%	147
2018 Q4	$2.07M	Sell	22,740 -444	-2%	-$41.5K	0.2%	122
2018 Q3	$2.28M	Sell	23,184 -300	-1%	-$27.7K	0.19%	136
2018 Q2	$2.01M	Sell	23,484 -800	-3%	-$66.8K	0.17%	148
2018 Q1	$1.95M	Buy	24,284 +854	+4%	+$70.4K	0.17%	144
2017 Q4	$1.89M	Sell	23,430 -1,102	-4%	-$88.3K	0.17%	145
2017 Q3	$1.91M	Sell	24,532 -285	-1%	-$23.7K	0.18%	142
2017 Q2	$2.2M	Sell	24,817 -85	-0.3%	-$7.17K	0.22%	131
2017 Q1	$2.01M	Sell	24,902 -225	-0.9%	-$17.6K	0.2%	139
2016 Q4	$1.79M	Buy	25,127 +15	+0.1%	+$1.18K	0.19%	148
2016 Q3	$2.17M	Buy	25,112 +133	+0.5%	+$11.6K	0.23%	118
2016 Q2	$2.17M	Sell	24,979 -8,688	-26%	-$703K	0.25%	111
2016 Q1	$2.52M	Buy	33,667 +13,730	+69%	+$1.03M	0.29%	91
2015 Q4	$1.53M	Sell	19,937 -982	-5%	-$73.9K	0.18%	138
2015 Q3	$1.4M	Sell	20,919 -5,100	-20%	-$376K	0.17%	144
2015 Q2	$1.93M	Sell	26,019 -773	-3%	-$59.1K	0.22%	117
2015 Q1	$2.09M	Sell	26,792 -1,353	-5%	-$103K	0.24%	108
2014 Q4	$2.03M	Sell	28,145 -63	-0.2%	-$4.38K	0.24%	110
2014 Q3	$1.75M	Sell	28,208 -1,125	-4%	-$71.5K	0.22%	122
2014 Q2	$1.87M	Sell	29,333 -270	-0.9%	-$16.4K	0.23%	116
2014 Q1	$1.82M	Sell	29,603 -131	-0.4%	-$7.63K	0.28%	108
2013 Q4	$1.71M	Sell	29,734 -3,035	-9%	-$172K	0.24%	117
2013 Q3	$1.75M	Sell	32,769 -375	-1%	-$20.2K	0.26%	109
2013 Q2	$1.71M	Buy	+33,144	New	+$1.64M	0.27%	105

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sandy Spring Bank's MDT Position: Q1 2025 in Review

Sandy Spring Bank reduced its Medtronic (MDT) stake by 31% in Q1 2025, selling an estimated $364K and leaving 8,890 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #246.

Sandy Spring Bank first reported a position in MDT in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.58M in Q2 2021. 2,171 funds tracked by Wall St. Rank hold MDT as of Q1 2025.

Sandy Spring Bank held 8,890 shares of Medtronic worth $799K as of Q1 2025.
Sandy Spring Bank sold 4,073 Medtronic shares in Q1 2025, an estimated $364K.
Medtronic made up 0.03% of Sandy Spring Bank's portfolio in Q1 2025, its #246 holding.
Sandy Spring Bank first reported a position in Medtronic in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Medtronic position peaked at $2.58M in Q2 2021.
2,171 funds tracked by Wall St. Rank held Medtronic as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.