BOSTON FINANCIAL MANGEMENT LLC MDT — MEDTRONIC INC COMMON

Ownership history in BOSTON FINANCIAL MANGEMENT LLC  ·  99 quarters on record

AI Ownership Summary

BOSTON FINANCIAL MANGEMENT LLC reported MEDTRONIC INC COMMON (MDT) in 99 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows MDT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON FINANCIAL MANGEMENT LLC's position in MEDTRONIC INC COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

MDT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDT stock page BOSTON FINANCIAL MANGEMENT LLC fund profile BOSTON FINANCIAL MANGEMENT LLC full holdings
How BOSTON FINANCIAL MANGEMENT LLC held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 34.1% -10.8% ✅ 2,764 -1,431 -34.1% 0.01% $249K 2024-10-25 $86.36
2024 Q2 REDUCED — — — 4,195 -57 -1.3% 0.01% $330K 2024-07-30 $76.44
2024 Q1 REDUCED 19.5% -10.7% ✅ 4,252 -1,032 -19.5% 0.01% $371K 2024-05-10 $77.66
2023 Q4 ADDED — — — 5,284 +57 +1.1% 0.01% $435K 2024-02-13 $77.72
95 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDT

As of 2026 Q1 — sorted by position size

BOONE CAPITAL MANAGEMENT LLC 3Y 10.57% Talaria Asset Management Pty Ltd 8.7% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 6.96% Saratoga Research & Investment Management 3Y 7Y 5.78% SECTOR GAMMA AS 3Y 7Y 5.74% Financial Perspectives, Inc 5.3% EDENTREE ASSET MANAGEMENT Ltd 5.16% Banque de Luxembourg S.A. 4.33% St. James Investment Company, LLC 3Y 7Y 4.14% Guinness Asset Management LTD 3Y 7Y 4.05%

FAQ About BOSTON FINANCIAL MANGEMENT LLC and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BOSTON FINANCIAL MANGEMENT LLC reported owning MDT?

BOSTON FINANCIAL MANGEMENT LLC reported MDT across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported MDT position in BOSTON FINANCIAL MANGEMENT LLC's portfolio?

The largest reported portfolio weight for MDT was 0.01% in 2023 Q4.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2024 Q3, when BOSTON FINANCIAL MANGEMENT LLC reported 2,764 shares, equal to 0.01% of portfolio, with an estimated market value of $249K.

What does the chart on this MDT ownership page compare?

The chart compares BOSTON FINANCIAL MANGEMENT LLC's quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BOSTON FINANCIAL MANGEMENT LLC time their MDT position?

Based on 13F filing dates vs. subsequent MDT price moves, BOSTON FINANCIAL MANGEMENT LLC correctly timed 41 out of 91 reported position changes (45%). The annualised alpha on MDT relative to SPY over the holding period was -2.4%.

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