Walter Public Investments’s Medtronic MDT Stock Holding History

Walter Public 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 Q3	–	Sell	-4,000	Closed	-$315K	–	44
2024 Q2	$315K	Hold	4,000	–	–	0.06%	42
2024 Q1	$349K	Hold	4,000	–	–	0.07%	42
2023 Q4	$330K	Hold	4,000	–	–	0.07%	39
2023 Q3	$313K	Hold	4,000	–	–	0.07%	40
2023 Q2	$352K	Hold	4,000	–	–	0.08%	42
2023 Q1	$322K	Hold	4,000	–	–	0.1%	33
2022 Q4	$311K	Hold	4,000	–	–	0.1%	32
2022 Q3	$323K	Buy	+4,000	New	+$359K	0.11%	29

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Walter Public Investments's MDT Position: Q3 2024 in Review

Walter Public Investments sold out of Medtronic (MDT) in Q3 2024, closing a stake of 4,000 shares — an estimated $315K sold.

Walter Public Investments first reported a position in MDT in Q3 2022 and held it in 8 quarters. The position peaked at $352K in Q2 2023. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

Walter Public Investments reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
Walter Public Investments sold 4,000 Medtronic shares in Q3 2024, an estimated $315K.
Walter Public Investments first reported a position in Medtronic in Q3 2022 and held it in 8 quarters.
Walter Public Investments's Medtronic position peaked at $352K in Q2 2023.
2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Walter Public Investments's 13F filing for Q3 2024, filed 16 Oct 2024.