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Zimmermann Investment Management & Planning’s Medtronic MDT Stock Holding History

Zimmermann Investment Management & Planning’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
-5,019
Closed -$452K – 82
2024
Q3 		$452K Sell
5,019
-118
-2% -$9.93K 0.14% 89
2024
Q2 		$404K Buy
5,137
+437
+9% +$35.8K 0.14% 91
2024
Q1 		$410K Buy
4,700
+1,570
+50% +$134K 0.15% 95
2023
Q4 		$258K Buy
+3,130
New +$239K 0.11% 106

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

Zimmermann Investment Management & Planning's MDT Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Medtronic (MDT) in Q4 2024, closing a stake of 5,019 shares — an estimated $452K sold.

Zimmermann Investment Management & Planning first reported a position in MDT in Q4 2023 and held it in 4 quarters. The position peaked at $452K in Q3 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,019 Medtronic shares in Q4 2024, an estimated $452K.
  • Zimmermann Investment Management & Planning first reported a position in Medtronic in Q4 2023 and held it in 4 quarters.
  • Zimmermann Investment Management & Planning's Medtronic position peaked at $452K in Q3 2024.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.