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Weiss Asset Management’s Medtronic MDT Stock Holding History

Weiss 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
-208,886
Closed -$18.8M – 780
2024
Q3 		$18.8M Buy
+208,886
New +$17.6M 0.41% 58
2024
Q1 		– Sell
-5,003
Closed -$412K – 416
2023
Q4 		$412K Buy
+5,003
New +$381K 0.02% 247
2021
Q3 		– Sell
-50,394
Closed -$6.25M – 577
2021
Q2 		$6.25M Buy
+50,394
New +$6.33M 0.16% 184
2020
Q1 		– Sell
-2,167
Closed -$246K – 280
2019
Q4 		$246K Sell
2,167
-343
-14% -$37.6K 0.02% 216
2019
Q3 		$273K Buy
2,510
+168
+7% +$17.5K 0.02% 163
2019
Q2 		$228K Buy
+2,342
New +$214K 0.01% 180

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Weiss Asset Management sold out of Medtronic (MDT) in Q4 2024, closing a stake of 208,886 shares — an estimated $18.8M sold.

Weiss Asset Management first reported a position in MDT in Q2 2019 and held it in 6 quarters. The position peaked at $18.8M in Q3 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Weiss Asset Management reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Weiss Asset Management sold 208,886 Medtronic shares in Q4 2024, an estimated $18.8M.
  • Weiss Asset Management first reported a position in Medtronic in Q2 2019 and held it in 6 quarters.
  • Weiss Asset Management's Medtronic position peaked at $18.8M in Q3 2024.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Weiss Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.