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Shepherd Kaplan Krochuk’s Medtronic MDT Stock Holding History

Shepherd Kaplan Krochuk’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
Q4 		– Sell
-11,934
Closed -$1.07M – 53
2024
Q3 		$1.07M Sell
11,934
-236
-2% -$19.9K 0.81% 33
2024
Q2 		$958K Buy
+12,170
New +$998K 0.76% 38
2015
Q2 		– Sell
-7,840
Closed -$611K – 449
2015
Q1 		$611K Buy
+7,840
New +$594K 0.11% 147

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shepherd Kaplan Krochuk's MDT Position: Q4 2024 in Review

Shepherd Kaplan Krochuk sold out of Medtronic (MDT) in Q4 2024, closing a stake of 11,934 shares — an estimated $1.07M sold.

Shepherd Kaplan Krochuk first reported a position in MDT in Q1 2015 and held it in 3 quarters. The position peaked at $1.07M in Q3 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Shepherd Kaplan Krochuk reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 11,934 Medtronic shares in Q4 2024, an estimated $1.07M.
  • Shepherd Kaplan Krochuk first reported a position in Medtronic in Q1 2015 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Medtronic position peaked at $1.07M in Q3 2024.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2024, filed 14 Feb 2025.