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The Family Firm’s Medtronic MDT Stock Holding History

The Family Firm’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
-841
Closed -$66.2K – 590
2024
Q2 		$66.2K Buy
+841
New +$68.9K 0.01% 349
2016
Q4 		– Sell
-2,803
Closed -$242K – 112
2016
Q3 		$242K Buy
2,803
+200
+8% +$17.4K 0.12% 101
2016
Q2 		$226K Buy
+2,603
New +$210K 0.11% 95
2016
Q1 		– Sell
-2,798
Closed -$215K – 110
2015
Q4 		$215K Buy
+2,798
New +$211K 0.11% 97
2015
Q3 		– Sell
-3,056
Closed -$226K – 109
2015
Q2 		$226K Sell
3,056
-133
-4% -$10.2K 0.12% 93
2015
Q1 		$249K Buy
+3,189
New +$242K 0.13% 88

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 $315B AUM 27.84% 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

The Family Firm's MDT Position: Q3 2024 in Review

The Family Firm sold out of Medtronic (MDT) in Q3 2024, closing a stake of 841 shares — an estimated $66.2K sold.

The Family Firm first reported a position in MDT in Q1 2015 and held it in 6 quarters. The position peaked at $249K in Q1 2015. 2,064 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • The Family Firm reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 841 Medtronic shares in Q3 2024, an estimated $66.2K.
  • The Family Firm first reported a position in Medtronic in Q1 2015 and held it in 6 quarters.
  • The Family Firm's Medtronic position peaked at $249K in Q1 2015.
  • 2,064 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.