Wambolt & Associates’s Medtronic MDT Stock Holding History

Wambolt & Associates’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	-31,484	Closed	-$2.74M	–	213
2024 Q1	$2.74M	Buy	31,484 +4,800	+18%	+$410K	0.82%	37
2023 Q4	$2.2M	Buy	26,684 +4,365	+20%	+$333K	0.72%	37
2023 Q3	$1.74M	Buy	22,319 +3,452	+18%	+$289K	0.63%	44
2023 Q2	$1.66M	Buy	18,867 +1,220	+7%	+$105K	0.59%	48
2023 Q1	$1.41M	Buy	17,647 +1,404	+9%	+$114K	0.5%	69
2022 Q4	$1.26M	Buy	16,243 +1,046	+7%	+$84.8K	0.48%	76
2022 Q3	$1.23M	Buy	15,197 +300	+2%	+$27K	0.52%	70
2022 Q2	$1.34M	Buy	14,897 +946	+7%	+$95.9K	0.54%	63
2022 Q1	$1.57M	Buy	13,951 +1,471	+12%	+$155K	0.57%	59
2021 Q4	$1.29M	Buy	12,480 +1,150	+10%	+$133K	0.47%	79
2021 Q3	$1.44M	Buy	11,330 +1,083	+11%	+$140K	0.58%	55
2021 Q2	$1.29M	Buy	10,247 +1,602	+19%	+$201K	0.55%	63
2021 Q1	$1.02M	Buy	8,645 +2,050	+31%	+$240K	0.53%	71
2020 Q4	$773K	Buy	6,595 +1,331	+25%	+$147K	0.46%	80
2020 Q3	$547K	Buy	5,264 +221	+4%	+$22.2K	0.41%	87
2020 Q2	$462K	Buy	5,043 +1,207	+31%	+$116K	0.36%	100
2020 Q1	$346K	Buy	3,836 +1,094	+40%	+$116K	0.36%	98
2019 Q4	$311K	Buy	+2,742	New	+$301K	0.24%	132

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

Wambolt & Associates's MDT Position: Q2 2024 in Review

Wambolt & Associates sold out of Medtronic (MDT) in Q2 2024, closing a stake of 31,484 shares — an estimated $2.74M sold.

Wambolt & Associates first reported a position in MDT in Q4 2019 and held it in 18 quarters. The position peaked at $2.74M in Q1 2024. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

Wambolt & Associates reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
Wambolt & Associates sold 31,484 Medtronic shares in Q2 2024, an estimated $2.74M.
Wambolt & Associates first reported a position in Medtronic in Q4 2019 and held it in 18 quarters.
Wambolt & Associates's Medtronic position peaked at $2.74M in Q1 2024.
2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Wambolt & Associates's 13F filing for Q2 2024, filed 8 Aug 2024.