Truepoint Inc’s Medtronic MDT Stock Holding History

Truepoint Inc’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	-4,617	Closed	-$380K	–	195
2023 Q4	$380K	Buy	+4,617	New	+$352K	0.01%	148

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

Truepoint Inc's MDT Position: Q1 2024 in Review

Truepoint Inc sold out of Medtronic (MDT) in Q1 2024, closing a stake of 4,617 shares — an estimated $380K sold.

Truepoint Inc first reported a position in MDT in Q4 2023 and held it in 1 quarter. The position peaked at $380K in Q4 2023. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

Truepoint Inc reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
Truepoint Inc sold 4,617 Medtronic shares in Q1 2024, an estimated $380K.
Truepoint Inc first reported a position in Medtronic in Q4 2023 and held it in 1 quarter.
Truepoint Inc's Medtronic position peaked at $380K in Q4 2023.
2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Truepoint Inc's 13F filing for Q1 2024, filed 9 May 2024.