Thrive Capital Management (Pennsylvania)’s Medtronic MDT Stock Holding History

Thrive Capital Management (Pennsylvania)’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 Q1	–	Sell	-3,959	Closed	-$326K	–	175
2023 Q4	$326K	Buy	3,959 +114	+3%	+$8.69K	0.17%	92
2023 Q3	$301K	Buy	3,845 +440	+13%	+$36.8K	0.17%	96
2023 Q2	$300K	Buy	3,405 +128	+4%	+$11K	0.17%	97
2023 Q1	$259K	Buy	3,277 +66	+2%	+$5.38K	0.16%	104
2022 Q4	$250K	Buy	+3,211	New	+$260K	0.16%	99
2021 Q4	–	Sell	-4,237	Closed	-$531K	–	116
2021 Q3	$531K	Buy	4,237 +230	+6%	+$29.8K	0.39%	63
2021 Q2	$497K	Buy	4,007 +1,452	+57%	+$182K	0.39%	81
2021 Q1	$302K	Buy	+2,555	New	+$299K	0.28%	89

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Thrive Capital Management (Pennsylvania)'s MDT Position: Q1 2024 in Review

Thrive Capital Management (Pennsylvania) sold out of Medtronic (MDT) in Q1 2024, closing a stake of 3,959 shares — an estimated $326K sold.

Thrive Capital Management (Pennsylvania) first reported a position in MDT in Q1 2021 and held it in 8 quarters. The position peaked at $531K in Q3 2021. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

Thrive Capital Management (Pennsylvania) reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
Thrive Capital Management (Pennsylvania) sold 3,959 Medtronic shares in Q1 2024, an estimated $326K.
Thrive Capital Management (Pennsylvania) first reported a position in Medtronic in Q1 2021 and held it in 8 quarters.
Thrive Capital Management (Pennsylvania)'s Medtronic position peaked at $531K in Q3 2021.
2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2024, filed 13 May 2024.