Sugarloaf Wealth Management’s Medtronic MDT Stock Holding History

Sugarloaf 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 Q4	$5.15K	Hold	64	–	–	﹤0.01%	571
2024 Q3	$5.76K	Sell	64 -8	-11%	-$673	﹤0.01%	553
2024 Q2	$5.7K	Hold	72	–	–	﹤0.01%	522
2024 Q1	$6.26K	Buy	72 +1	+1%	+$85	﹤0.01%	520
2023 Q4	$5.88K	Hold	71	–	–	﹤0.01%	533
2023 Q3	$5.54K	Buy	71 +1	+1%	+$84	﹤0.01%	529
2023 Q2	$6.19K	Sell	70 -52	-43%	-$4.48K	﹤0.01%	532
2023 Q1	$9.9K	Hold	122	–	–	﹤0.01%	477
2022 Q4	$9.5K	Sell	122 -100	-45%	-$8.11K	﹤0.01%	503
2022 Q3	$18K	Buy	222 +100	+82%	+$8.99K	﹤0.01%	435
2022 Q2	$17K	Buy	122 +54	+79%	+$5.47K	﹤0.01%	440
2022 Q1	$8K	Hold	68	–	–	﹤0.01%	511
2021 Q4	$7K	Hold	68	–	–	﹤0.01%	558
2021 Q3	$8K	Hold	68	–	–	﹤0.01%	543
2021 Q2	$8K	Buy	68 +1	+1%	+$126	﹤0.01%	530
2021 Q1	$8	Buy	67 +1	+2%	+$117	﹤0.01%	524
2020 Q4	$8K	Hold	66	–	–	﹤0.01%	498
2020 Q3	$7K	Hold	66	–	–	﹤0.01%	486
2020 Q2	$6K	Hold	66	–	–	﹤0.01%	498
2020 Q1	$6K	Sell	66 -99	-60%	-$10.5K	﹤0.01%	491
2019 Q4	$19K	Buy	+165	New	+$18.1K	0.01%	378

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's MDT Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Medtronic (MDT) position steady in Q4 2024 at 64 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Sugarloaf Wealth Management first reported a position in MDT in Q4 2019 and has held it in 21 quarters since. The position peaked at $19K in Q4 2019. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Sugarloaf Wealth Management held 64 shares of Medtronic worth $5.15K as of Q4 2024.
Sugarloaf Wealth Management left its Medtronic share count unchanged in Q4 2024.
Medtronic made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #571 holding.
Sugarloaf Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Medtronic position peaked at $19K in Q4 2019.
2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.