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Symmetry Partners’s Medtronic MDT Stock Holding History

Symmetry Partners’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
-7,252
Closed -$571K – 341
2024
Q2 		$571K Buy
7,252
+720
+11% +$59K 0.03% 253
2024
Q1 		$569K Buy
+6,532
New +$557K 0.04% 274
2023
Q4 		– Sell
-7,263
Closed -$569K – 543
2023
Q3 		$569K Sell
7,263
-870
-11% -$72.8K 0.03% 273
2023
Q2 		$717K Hold
8,133
– – 0.04% 252
2023
Q1 		$656K Hold
8,133
– – 0.04% 257
2022
Q4 		$632K Hold
8,133
– – 0.04% 265
2022
Q3 		$657K Sell
8,133
-2,195
-21% -$197K 0.04% 242
2022
Q2 		$927K Hold
10,328
– – 0.06% 181
2022
Q1 		$1.15M Hold
10,328
– – 0.07% 171
2021
Q4 		$1.07M Sell
10,328
-458
-4% -$53K 0.07% 192
2021
Q3 		$1.36M Hold
10,786
– – 0.09% 149
2021
Q2 		$1.34M Sell
10,786
-4,503
-29% -$565K 0.09% 164
2021
Q1 		$1.81M Sell
15,289
-858
-5% -$101K 0.13% 103
2020
Q4 		$1.89M Sell
16,147
-2,374
-13% -$261K 0.15% 92
2020
Q3 		$1.93M Buy
18,521
+4,629
+33% +$465K 0.16% 83
2020
Q2 		$1.27M Buy
13,892
+1,901
+16% +$182K 0.16% 63
2020
Q1 		$1.08M Buy
11,991
+4,511
+60% +$480K 0.24% 47
2019
Q4 		$849K Sell
7,480
-1,677
-18% -$184K 0.18% 69
2019
Q3 		$995K Sell
9,157
-550
-6% -$57.4K 0.21% 65
2019
Q2 		$945K Sell
9,707
-6,745
-41% -$616K 0.19% 76
2019
Q1 		$1.5M Buy
16,452
+1,443
+10% +$129K 0.26% 55
2018
Q4 		$1.36M Buy
+15,009
New +$1.4M 0.35% 46

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

Symmetry Partners's MDT Position: Q3 2024 in Review

Symmetry Partners sold out of Medtronic (MDT) in Q3 2024, closing a stake of 7,252 shares — an estimated $571K sold.

Symmetry Partners first reported a position in MDT in Q4 2018 and held it in 22 quarters. The position peaked at $1.93M in Q3 2020. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Symmetry Partners reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 7,252 Medtronic shares in Q3 2024, an estimated $571K.
  • Symmetry Partners first reported a position in Medtronic in Q4 2018 and held it in 22 quarters.
  • Symmetry Partners's Medtronic position peaked at $1.93M in Q3 2020.
  • 2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.