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SpiderRock Advisors’s Medtronic MDT Stock Holding History

SpiderRock 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
Q3 		$1.45M Sell
16,125
-825
-5% -$69.4K 0.02% 387
2024
Q2 		$1.33M Sell
16,950
-10,097
-37% -$828K 0.03% 362
2024
Q1 		$2.26M Buy
+27,047
New +$2.31M 0.06% 239

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SpiderRock Advisors's MDT Position: Q3 2024 in Review

SpiderRock Advisors reduced its Medtronic (MDT) stake by 4.9% in Q3 2024, selling an estimated $69.4K and leaving 16,125 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #387.

SpiderRock Advisors first reported a position in MDT in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.26M in Q1 2024. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • SpiderRock Advisors held 16,125 shares of Medtronic worth $1.45M as of Q3 2024.
  • SpiderRock Advisors sold 825 Medtronic shares in Q3 2024, an estimated $69.4K.
  • Medtronic made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #387 holding.
  • SpiderRock Advisors first reported a position in Medtronic in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Medtronic position peaked at $2.26M in Q1 2024.
  • 2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.