Wakefield Asset Management’s Medtronic MDT Stock Holding History

Wakefield Asset Management’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	-5,022	Closed	-$452K	–	161
2024 Q3	$452K	Buy	5,022 +28	+0.6%	+$2.35K	0.15%	132
2024 Q2	$393K	Buy	4,994 +226	+5%	+$18.5K	0.14%	135
2024 Q1	$416K	Buy	+4,768	New	+$407K	0.14%	138
2022 Q3	–	Sell	-1,554	Closed	-$139K	–	189
2022 Q2	$139K	Buy	+1,554	New	+$157K	0.06%	160
2020 Q2	–	Sell	-11,120	Closed	-$1M	–	186
2020 Q1	$1M	Buy	11,120 +1,079	+11%	+$115K	0.54%	62
2019 Q4	$1.14M	Buy	10,041 +1,173	+13%	+$129K	0.47%	65
2019 Q3	$963K	Buy	+8,868	New	+$925K	0.42%	69

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wakefield Asset Management's MDT Position: Q4 2024 in Review

Wakefield Asset Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 5,022 shares — an estimated $452K sold.

Wakefield Asset Management first reported a position in MDT in Q3 2019 and held it in 7 quarters. The position peaked at $1.14M in Q4 2019. 2,130 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Wakefield Asset Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
Wakefield Asset Management sold 5,022 Medtronic shares in Q4 2024, an estimated $452K.
Wakefield Asset Management first reported a position in Medtronic in Q3 2019 and held it in 7 quarters.
Wakefield Asset Management's Medtronic position peaked at $1.14M in Q4 2019.
2,130 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Wakefield Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.