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Steele Capital Management’s Medtronic MDT Stock Holding History

Steele Capital Management’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
-2,462
Closed -$216K – 180
2024
Q1 		$216K Sell
2,462
-600
-20% -$51.2K 0.01% 163
2023
Q4 		$252K Buy
+3,062
New +$233K 0.02% 142

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steele Capital Management's MDT Position: Q2 2024 in Review

Steele Capital Management sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,462 shares — an estimated $216K sold.

Steele Capital Management first reported a position in MDT in Q4 2023 and held it in 2 quarters. The position peaked at $252K in Q4 2023. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Steele Capital Management reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Steele Capital Management sold 2,462 Medtronic shares in Q2 2024, an estimated $216K.
  • Steele Capital Management first reported a position in Medtronic in Q4 2023 and held it in 2 quarters.
  • Steele Capital Management's Medtronic position peaked at $252K in Q4 2023.
  • 2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Steele Capital Management's 13F filing for Q2 2024, filed 16 Jul 2024.