SFO
MDT icon

Stokes Family Office’s Medtronic MDT Stock Holding History

Stokes Family Office’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 		– Sell
-3,321
Closed -$261K – 234
2024
Q2 		$261K Buy
3,321
+121
+4% +$9.92K 0.03% 194
2024
Q1 		$279K Hold
3,200
– – 0.03% 189
2023
Q4 		$264K Sell
3,200
-1,195
-27% -$91.1K 0.04% 186
2023
Q3 		$344K Buy
4,395
+501
+13% +$41.9K 0.04% 224
2023
Q2 		$343K Buy
3,894
+268
+7% +$23.1K 0.04% 222
2023
Q1 		$292K Buy
+3,626
New +$296K 0.04% 226
2021
Q4 		– Sell
-1,598
Closed -$200K – 257
2021
Q3 		$200K Buy
+1,598
New +$207K 0.03% 221

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Stokes Family Office's MDT Position: Q3 2024 in Review

Stokes Family Office sold out of Medtronic (MDT) in Q3 2024, closing a stake of 3,321 shares — an estimated $261K sold.

Stokes Family Office first reported a position in MDT in Q3 2021 and held it in 7 quarters. The position peaked at $344K in Q3 2023. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Stokes Family Office reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Stokes Family Office sold 3,321 Medtronic shares in Q3 2024, an estimated $261K.
  • Stokes Family Office first reported a position in Medtronic in Q3 2021 and held it in 7 quarters.
  • Stokes Family Office's Medtronic position peaked at $344K in Q3 2023.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Stokes Family Office's 13F filing for Q3 2024, filed 12 Nov 2024.