MDT β€” Medtronic

Ownership history in Keene & Associates, Inc.  Β·  12 quarters on record

AI Ownership Summary

Keene & Associates, Inc. reported Medtronic (MDT) in 12 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 2.66% in 2023 Q4. The latest visible filing shows MDT at 2.54% 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 Keene & Associates, Inc.'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 Q4

MDT was reported at 2.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.66% 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 Q4

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 Keene & Associates, Inc. held MDT β€” position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 39,649 +708 +1.8% 2.54% $3.2M 2025-02-14 (Est.) $89.24
2024 Q3 ADDED 38,941 +127 +0.3% 2.66% $3.5M 2024-10-22 $86.87
2024 Q2 ADDED 38,814 +103 +0.3% 2.49% $3.1M 2024-08-09 $77.60
2024 Q1 REDUCED 38,711 -214 -0.5% 2.52% $3.4M 2024-04-24 $75.36
2023 Q4 REDUCED 38,925 -364 -0.9% 2.66% $3.2M 2024-01-30 $80.87
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Keene & Associates, Inc. and MDT

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

How long has Keene & Associates, Inc. reported owning MDT?

Keene & Associates, Inc. reported MDT across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported MDT position in Keene & Associates, Inc.'s portfolio?

The largest reported portfolio weight for MDT was 2.66% in 2023 Q4.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2024 Q4, when Keene & Associates, Inc. reported 39,649 shares, equal to 2.54% of portfolio, with an estimated market value of $3.2M.

What does the chart on this MDT ownership page compare?

The chart compares Keene & Associates, Inc.'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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