Bessemer Securities’s Medtronic MDT Stock Holding History

Bessemer Securities’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
2023 Q4	–	Sell	-1,764	Closed	-$138K	–	71
2023 Q3	$138K	Sell	1,764 -2,850	-62%	-$239K	0.19%	123
2023 Q2	$406K	Sell	4,614 -500	-10%	-$43K	0.27%	111
2023 Q1	$412K	Buy	5,114 +1,450	+40%	+$118K	0.19%	122
2022 Q4	$285K	Hold	3,664	–	–	0.13%	126
2022 Q3	$296K	Sell	3,664 -1,200	-25%	-$108K	0.11%	124
2022 Q2	$437K	Hold	4,864	–	–	0.15%	114
2022 Q1	$540K	Hold	4,864	–	–	0.16%	104
2021 Q4	$503K	Buy	4,864 +364	+8%	+$42.1K	0.14%	107
2021 Q3	$564K	Hold	4,500	–	–	0.19%	99
2021 Q2	$559K	Hold	4,500	–	–	0.22%	99
2021 Q1	$532K	Hold	4,500	–	–	0.23%	98
2020 Q4	$527K	Hold	4,500	–	–	0.22%	54
2020 Q3	$468K	Hold	4,500	–	–	0.22%	57
2020 Q2	$413K	Hold	4,500	–	–	0.21%	60
2020 Q1	$406K	Hold	4,500	–	–	0.2%	70
2019 Q4	$511K	Hold	4,500	–	–	0.2%	74
2019 Q3	$489K	Hold	4,500	–	–	0.2%	74
2019 Q2	$438K	Hold	4,500	–	–	0.18%	82
2019 Q1	$410K	Hold	4,500	–	–	0.14%	84
2018 Q4	$409K	Buy	+4,500	New	+$421K	0.15%	81
2015 Q4	–	Sell	-52,560	Closed	-$3.52M	–	37
2015 Q3	$3.52M	Hold	52,560	–	–	1.35%	15
2015 Q2	$3.9M	Hold	52,560	–	–	1.36%	14
2015 Q1	$4.1M	Hold	52,560	–	–	1.4%	12
2014 Q4	$3.79M	Buy	52,560 +21,560	+70%	+$1.5M	1.31%	11
2014 Q3	$1.92M	Hold	31,000	–	–	0.95%	24
2014 Q2	$1.98M	Buy	+31,000	New	+$1.88M	1.11%	24

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Securities's MDT Position: Q4 2023 in Review

Bessemer Securities sold out of Medtronic (MDT) in Q4 2023, closing a stake of 1,764 shares — an estimated $138K sold.

Bessemer Securities first reported a position in MDT in Q2 2014 and held it in 26 quarters. The position peaked at $4.1M in Q1 2015. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Bessemer Securities reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 1,764 Medtronic shares in Q4 2023, an estimated $138K.
Bessemer Securities first reported a position in Medtronic in Q2 2014 and held it in 26 quarters.
Bessemer Securities's Medtronic position peaked at $4.1M in Q1 2015.
2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.