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SYSTM Wealth Solutions’s Medtronic MDT Stock Holding History

SYSTM Wealth Solutions’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
-6,255
Closed -$494K – 413
2024
Q2 		$494K Sell
6,255
-20,651
-77% -$1.69M 0.11% 143
2024
Q1 		$2.36M Sell
26,906
-1,694
-6% -$145K 0.3% 100
2023
Q4 		$2.37M Buy
28,600
+625
+2% +$47.6K 0.33% 84
2023
Q3 		$2.19M Sell
27,975
-14,764
-35% -$1.24M 0.34% 72
2023
Q2 		$3.77M Buy
42,739
+705
+2% +$60.7K 0.51% 47
2023
Q1 		$3.39M Sell
42,034
-22,739
-35% -$1.85M 0.52% 48
2022
Q4 		$5.03M Buy
+64,773
New +$5.25M 0.63% 33

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

SYSTM Wealth Solutions's MDT Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Medtronic (MDT) in Q3 2024, closing a stake of 6,255 shares — an estimated $494K sold.

SYSTM Wealth Solutions first reported a position in MDT in Q4 2022 and held it in 7 quarters. The position peaked at $5.03M in Q4 2022. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6,255 Medtronic shares in Q3 2024, an estimated $494K.
  • SYSTM Wealth Solutions first reported a position in Medtronic in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Medtronic position peaked at $5.03M in Q4 2022.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.