TS Financial Group (TSFG)’s Medtronic MDT Stock Holding History

TS Financial Group (TSFG)’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 Q2	–	Sell	-628	Closed	-$55K	–	784
2024 Q1	$55K	Sell	628 -14	-2%	-$1.2K	0.01%	261
2023 Q4	$53K	Sell	642 -31	-5%	-$2.36K	0.02%	277
2023 Q3	$53K	Buy	673 +5	+0.7%	+$419	0.02%	275
2023 Q2	$59K	Buy	668 +5	+0.8%	+$430	0.02%	261
2023 Q1	$53K	Buy	663 +6	+0.9%	+$489	0.02%	275
2022 Q4	$51K	Buy	657 +5	+0.8%	+$405	0.02%	283
2022 Q3	$53K	Buy	652 +5	+0.8%	+$449	0.02%	261
2022 Q2	$58K	Buy	647 +593	+1,098%	+$60.1K	0.02%	265
2022 Q1	$6K	Hold	54	–	–	﹤0.01%	623
2021 Q4	$6K	Hold	54	–	–	﹤0.01%	645
2021 Q3	$7K	Hold	54	–	–	﹤0.01%	614
2021 Q2	$7K	Buy	54 +20	+59%	+$2.51K	﹤0.01%	615
2021 Q1	$4K	Hold	34	–	–	﹤0.01%	613
2020 Q4	$4K	Sell	34 -4	-11%	-$440	﹤0.01%	630
2020 Q3	$4K	Hold	38	–	–	﹤0.01%	575
2020 Q2	$4K	Hold	38	–	–	﹤0.01%	565
2020 Q1	$3K	Hold	38	–	–	﹤0.01%	545
2019 Q4	$4K	Hold	38	–	–	﹤0.01%	548
2019 Q3	$4K	Buy	38 +15	+65%	+$1.56K	﹤0.01%	562
2019 Q2	$2K	Hold	23	–	–	﹤0.01%	624
2019 Q1	$2K	Buy	+23	New	+$2.06K	﹤0.01%	595

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TS Financial Group (TSFG)'s MDT Position: Q2 2024 in Review

TS Financial Group (TSFG) sold out of Medtronic (MDT) in Q2 2024, closing a stake of 628 shares — an estimated $55K sold.

TS Financial Group (TSFG) first reported a position in MDT in Q1 2019 and held it in 21 quarters. The position peaked at $59K in Q2 2023. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

TS Financial Group (TSFG) reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 628 Medtronic shares in Q2 2024, an estimated $55K.
TS Financial Group (TSFG) first reported a position in Medtronic in Q1 2019 and held it in 21 quarters.
TS Financial Group (TSFG)'s Medtronic position peaked at $59K in Q2 2023.
2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2024, filed 16 Jul 2024.