WW
MDT icon

Westshore Wealth’s Medtronic MDT Stock Holding History

Westshore Wealth’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
-2,330
Closed -$203K – 102
2024
Q1 		$203K Buy
+2,330
New +$199K 0.08% 98
2023
Q3 		– Sell
-2,649
Closed -$233K – 106
2023
Q2 		$233K Sell
2,649
-68
-3% -$5.85K 0.12% 91
2023
Q1 		$219K Buy
2,717
+136
+5% +$11.1K 0.12% 97
2022
Q4 		$201K Buy
2,581
+100
+4% +$8.11K 0.11% 101
2022
Q3 		$200K Hold
2,481
– – 0.14% 89
2022
Q2 		$223K Buy
2,481
+462
+23% +$46.8K 0.15% 84
2022
Q1 		$224K Buy
+2,019
New +$213K 0.15% 85
2021
Q3 		– Sell
-2,079
Closed -$258K – 117
2021
Q2 		$258K Buy
2,079
+16
+0.8% +$2.01K 0.13% 112
2021
Q1 		$244K Buy
+2,063
New +$242K 0.14% 115
2019
Q4 		$564K Buy
+4,970
New +$545K 0.62% 29

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Westshore Wealth's MDT Position: Q2 2024 in Review

Westshore Wealth sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,330 shares — an estimated $203K sold.

Westshore Wealth first reported a position in MDT in Q4 2019 and held it in 10 quarters. The position peaked at $564K in Q4 2019. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Westshore Wealth reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Westshore Wealth sold 2,330 Medtronic shares in Q2 2024, an estimated $203K.
  • Westshore Wealth first reported a position in Medtronic in Q4 2019 and held it in 10 quarters.
  • Westshore Wealth's Medtronic position peaked at $564K in Q4 2019.
  • 2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Westshore Wealth's 13F filing for Q2 2024, filed 1 Nov 2024.