TI
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TrueMark Investments’s Medtronic MDT Stock Holding History

TrueMark Investments’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
-50,197
Closed -$4.52M – 224
2024
Q3 		$4.52M Buy
50,197
+17,866
+55% +$1.5M 1.45% 16
2024
Q2 		$2.54M Buy
32,331
+11,997
+59% +$984K 0.87% 41
2024
Q1 		$1.77M Sell
20,334
-372
-2% -$31.7K 1.63% 31
2023
Q4 		$1.71M Buy
+20,706
New +$1.58M 1.7% 30

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrueMark Investments's MDT Position: Q4 2024 in Review

TrueMark Investments sold out of Medtronic (MDT) in Q4 2024, closing a stake of 50,197 shares — an estimated $4.52M sold.

TrueMark Investments first reported a position in MDT in Q4 2023 and held it in 4 quarters. The position peaked at $4.52M in Q3 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • TrueMark Investments reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • TrueMark Investments sold 50,197 Medtronic shares in Q4 2024, an estimated $4.52M.
  • TrueMark Investments first reported a position in Medtronic in Q4 2023 and held it in 4 quarters.
  • TrueMark Investments's Medtronic position peaked at $4.52M in Q3 2024.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.