SSWM
MDT icon

Strait & Sound Wealth Management’s Medtronic MDT Stock Holding History

Strait & Sound Wealth 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
Q3 		– Sell
-2,976
Closed -$234K – 151
2024
Q2 		$234K Sell
2,976
-620
-17% -$50.8K 0.12% 130
2024
Q1 		$295K Hold
3,596
– – 0.17% 100
2023
Q4 		$309K Sell
3,596
-169
-4% -$12.9K 0.19% 91
2023
Q3 		$295K Buy
+3,765
New +$315K 0.25% 89

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

Strait & Sound Wealth Management's MDT Position: Q3 2024 in Review

Strait & Sound Wealth Management sold out of Medtronic (MDT) in Q3 2024, closing a stake of 2,976 shares — an estimated $234K sold.

Strait & Sound Wealth Management first reported a position in MDT in Q3 2023 and held it in 4 quarters. The position peaked at $309K in Q4 2023. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Strait & Sound Wealth Management reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 2,976 Medtronic shares in Q3 2024, an estimated $234K.
  • Strait & Sound Wealth Management first reported a position in Medtronic in Q3 2023 and held it in 4 quarters.
  • Strait & Sound Wealth Management's Medtronic position peaked at $309K in Q4 2023.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.