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Vantage Financial Partners (Illinois)’s Medtronic MDT Stock Holding History

Vantage Financial Partners (Illinois)’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 		$213K Buy
2,705
+50
+2% +$4.1K 0.05% 101
2024
Q1 		$231K Sell
2,655
-645
-20% -$55K 0.06% 100
2023
Q4 		$272K Sell
3,300
-500
-13% -$38.1K 0.08% 93
2023
Q3 		$298K Buy
3,800
+250
+7% +$20.9K 0.17% 79
2023
Q2 		$313K Hold
3,550
– – 0.17% 78
2023
Q1 		$286K Sell
3,550
-1,100
-24% -$89.7K 0.17% 80
2022
Q4 		$361K Sell
4,650
-2,100
-31% -$170K 0.21% 74
2022
Q3 		$545K Sell
6,750
-900
-12% -$80.9K 0.35% 51
2022
Q2 		$687K Buy
7,650
+300
+4% +$30.4K 0.41% 47
2022
Q1 		$815K Buy
7,350
+350
+5% +$37K 0.42% 43
2021
Q4 		$724K Buy
7,000
+1,800
+35% +$208K 0.37% 49
2021
Q3 		$652K Buy
5,200
+200
+4% +$25.9K 0.35% 49
2021
Q2 		$621K Buy
5,000
+1,500
+43% +$188K 0.35% 47
2021
Q1 		$413K Buy
3,500
+200
+6% +$23.4K 0.23% 58
2020
Q4 		$387K Buy
3,300
+300
+10% +$33K 0.22% 56
2020
Q3 		$312K Hold
3,000
– – 0.19% 61
2020
Q2 		$275K Buy
+3,000
New +$288K 0.17% 59
2020
Q1 		– Sell
-6,500
Closed -$737K – 73
2019
Q4 		$737K Hold
6,500
– – 0.43% 35
2019
Q3 		$706K Sell
6,500
-300
-4% -$31.3K 0.47% 31
2019
Q2 		$662K Buy
6,800
+300
+5% +$27.4K 0.43% 34
2019
Q1 		$592K Buy
6,500
+100
+2% +$8.95K 0.39% 37
2018
Q4 		$582K Buy
6,400
+600
+10% +$56.1K 0.42% 34
2018
Q3 		$571K Hold
5,800
– – 0.37% 42
2018
Q2 		$497K Hold
5,800
– – 0.33% 46
2018
Q1 		$465K Buy
5,800
+500
+9% +$41.2K 0.32% 44
2017
Q4 		$425K Buy
+5,300
New +$424K 0.28% 47

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s MDT Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its Medtronic (MDT) stake by 1.9% in Q2 2024, buying an estimated $4.1K and bringing the position to 2,705 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #101.

Vantage Financial Partners (Illinois) first reported a position in MDT in Q4 2017 and has held it in 26 quarters since. The position peaked at $815K in Q1 2022. 2,025 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 2,705 shares of Medtronic worth $213K as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 50 Medtronic shares in Q2 2024, an estimated $4.1K.
  • Medtronic made up 0.05% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #101 holding.
  • Vantage Financial Partners (Illinois) first reported a position in Medtronic in Q4 2017 and has held it in 26 quarters since.
  • Vantage Financial Partners (Illinois)'s Medtronic position peaked at $815K in Q1 2022.
  • 2,025 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.