MDT β€” Medtronic

Ownership history in Kades & Cheifetz LLC  Β·  8 quarters on record

AI Ownership Summary

Kades & Cheifetz LLC reported Medtronic (MDT) in 8 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.52% in 2024 Q1. The latest visible filing shows MDT at 0.49% 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 Kades & Cheifetz LLC's position in Medtronic, 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 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% in 2024 Q1

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.

How Kades & Cheifetz LLC held MDT β€” position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 9,416 -99 -1.0% 0.49% $848K 2024-10-02 $84.96
2024 Q2 ADDED 9,515 +178 +1.9% 0.47% $749K 2024-08-12 $76.79
2024 Q1 ADDED 9,337 +980 +11.7% 0.52% $814K 2024-05-06 $76.65
2023 Q4 ADDED 8,357 +16 +0.2% 0.49% $688K 2024-01-30 $80.87
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kades & Cheifetz 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 Kades & Cheifetz LLC reported owning MDT?

Kades & Cheifetz LLC reported MDT across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported MDT position in Kades & Cheifetz LLC's portfolio?

The largest reported portfolio weight for MDT was 0.52% in 2024 Q1.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2024 Q3, when Kades & Cheifetz LLC reported 9,416 shares, equal to 0.49% of portfolio, with an estimated market value of $848K.

What does the chart on this MDT ownership page compare?

The chart compares Kades & Cheifetz 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.

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