ZWJ Investment Counsel’s Medtronic MDT Stock Holding History

ZWJ Investment Counsel’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	-6,700	Closed	-$584K	–	232
2024 Q1	$584K	Buy	+6,700	New	+$572K	0.03%	135
2021 Q1	–	Sell	-1,860	Closed	-$218K	–	170
2020 Q4	$218K	Buy	+1,860	New	+$205K	0.01%	156
2020 Q2	–	Sell	-8,297	Closed	-$748K	–	177
2020 Q1	$748K	Buy	8,297 +2,140	+35%	+$228K	0.07%	114
2019 Q4	$699K	Buy	+6,157	New	+$676K	0.05%	130
2018 Q1	–	Sell	-3,548	Closed	-$287K	–	229
2017 Q4	$287K	Sell	3,548 -200	-5%	-$16K	0.02%	233
2017 Q3	$291K	Sell	3,748 -4,893	-57%	-$406K	0.02%	223
2017 Q2	$767K	Buy	8,641 +2,075	+32%	+$175K	0.06%	127
2017 Q1	$529K	Buy	+6,566	New	+$513K	0.04%	166

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

ZWJ Investment Counsel's MDT Position: Q2 2024 in Review

ZWJ Investment Counsel sold out of Medtronic (MDT) in Q2 2024, closing a stake of 6,700 shares — an estimated $584K sold.

ZWJ Investment Counsel first reported a position in MDT in Q1 2017 and held it in 8 quarters. The position peaked at $767K in Q2 2017. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

ZWJ Investment Counsel reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
ZWJ Investment Counsel sold 6,700 Medtronic shares in Q2 2024, an estimated $584K.
ZWJ Investment Counsel first reported a position in Medtronic in Q1 2017 and held it in 8 quarters.
ZWJ Investment Counsel's Medtronic position peaked at $767K in Q2 2017.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on ZWJ Investment Counsel's 13F filing for Q2 2024, filed 19 Jul 2024.