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Wellington Wealth Strategies’s Medtronic MDT Stock Holding History

Wellington Wealth Strategies’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
-3,269
Closed -$257K – 85
2024
Q2 		$257K Buy
+3,269
New +$268K 1.08% 30
2024
Q1 		– Sell
-5,144
Closed -$424K – 167
2023
Q4 		$424K Buy
+5,144
New +$392K 0.36% 49
2020
Q4 		$424K Buy
+5,144
New +$566K 0.36% 50

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Wealth Strategies's MDT Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of Medtronic (MDT) in Q3 2024, closing a stake of 3,269 shares — an estimated $257K sold.

Wellington Wealth Strategies first reported a position in MDT in Q4 2020 and held it in 3 quarters. The position peaked at $424K in Q4 2023. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Wellington Wealth Strategies reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 3,269 Medtronic shares in Q3 2024, an estimated $257K.
  • Wellington Wealth Strategies first reported a position in Medtronic in Q4 2020 and held it in 3 quarters.
  • Wellington Wealth Strategies's Medtronic position peaked at $424K in Q4 2023.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.