Altshuler Shaham’s Medtronic MDT Stock Holding History

Altshuler Shaham’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
2022 Q3	–	Sell	-303	Closed	-$27K	–	508
2022 Q2	$27K	Buy	+303	New	+$30.7K	﹤0.01%	346
2021 Q4	–	Sell	-373	Closed	-$47K	–	607
2021 Q3	$47K	Buy	+373	New	+$48.3K	﹤0.01%	422
2021 Q2	–	Sell	-292	Closed	-$34K	–	683
2021 Q1	$34K	Buy	+292	New	+$34.2K	﹤0.01%	351
2020 Q2	–	Sell	-1,847	Closed	-$167K	–	481
2020 Q1	$167K	Buy	1,847 +1,496	+426%	+$159K	0.01%	124
2019 Q4	$40K	Buy	351 +264	+303%	+$29K	﹤0.01%	197
2019 Q3	$9K	Sell	87 -21	-19%	-$2.19K	﹤0.01%	303
2019 Q2	$11K	Buy	108 +22	+26%	+$2.01K	﹤0.01%	283
2019 Q1	$8K	Buy	86 +1	+1%	+$90	﹤0.01%	262
2018 Q4	$8K	Buy	+85	New	+$7.94K	﹤0.01%	204

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Altshuler Shaham's MDT Position: Q3 2022 in Review

Altshuler Shaham sold out of Medtronic (MDT) in Q3 2022, closing a stake of 303 shares — an estimated $27K sold.

Altshuler Shaham first reported a position in MDT in Q4 2018 and held it in 9 quarters. The position peaked at $167K in Q1 2020. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Altshuler Shaham reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
Altshuler Shaham sold 303 Medtronic shares in Q3 2022, an estimated $27K.
Altshuler Shaham first reported a position in Medtronic in Q4 2018 and held it in 9 quarters.
Altshuler Shaham's Medtronic position peaked at $167K in Q1 2020.
1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Altshuler Shaham's 13F filing for Q3 2022, filed 14 Nov 2022.