Williamson Legacy Group’s Medtronic MDT Stock Holding History

Williamson Legacy Group’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	-8,072	Closed	-$703K	–	103
2024 Q1	$703K	Buy	+8,072	New	+$689K	0.54%	60

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Williamson Legacy Group's MDT Position: Q2 2024 in Review

Williamson Legacy Group sold out of Medtronic (MDT) in Q2 2024, closing a stake of 8,072 shares — an estimated $703K sold.

Williamson Legacy Group first reported a position in MDT in Q1 2024 and held it in 1 quarter. The position peaked at $703K in Q1 2024. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

Williamson Legacy Group reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
Williamson Legacy Group sold 8,072 Medtronic shares in Q2 2024, an estimated $703K.
Williamson Legacy Group first reported a position in Medtronic in Q1 2024 and held it in 1 quarter.
Williamson Legacy Group's Medtronic position peaked at $703K in Q1 2024.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Williamson Legacy Group's 13F filing for Q2 2024, filed 14 Aug 2024.