Teamwork Financial Advisors’s Medtronic MDT Stock Holding History

Teamwork Financial Advisors’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	–	Sell	-2,414	Closed	-$217K	–	187
2024 Q3	$217K	Buy	+2,414	New	+$203K	0.03%	148
2022 Q1	–	Sell	-6,818	Closed	-$705K	–	303
2021 Q4	$705K	Sell	6,818 -642	-9%	-$74.3K	0.13%	153
2021 Q3	$935K	Buy	7,460 +48	+0.6%	+$6.21K	0.18%	100
2021 Q2	$920K	Sell	7,412 -265	-3%	-$33.3K	0.19%	104
2021 Q1	$907K	Buy	7,677 +436	+6%	+$51.1K	0.21%	101
2020 Q4	$848K	Buy	7,241 +91	+1%	+$10K	0.2%	95
2020 Q3	$743K	Sell	7,150 -1,269	-15%	-$127K	0.23%	94
2020 Q2	$772K	Buy	8,419 +693	+9%	+$66.5K	0.28%	83
2020 Q1	$697K	Buy	7,726 +1,035	+15%	+$110K	0.43%	48
2019 Q4	$759K	Buy	+6,691	New	+$734K	0.45%	52

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

Teamwork Financial Advisors's MDT Position: Q4 2024 in Review

Teamwork Financial Advisors sold out of Medtronic (MDT) in Q4 2024, closing a stake of 2,414 shares — an estimated $217K sold.

Teamwork Financial Advisors first reported a position in MDT in Q4 2019 and held it in 10 quarters. The position peaked at $935K in Q3 2021. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Teamwork Financial Advisors reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
Teamwork Financial Advisors sold 2,414 Medtronic shares in Q4 2024, an estimated $217K.
Teamwork Financial Advisors first reported a position in Medtronic in Q4 2019 and held it in 10 quarters.
Teamwork Financial Advisors's Medtronic position peaked at $935K in Q3 2021.
2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Teamwork Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.