Border to Coast Pensions Partnership’s Medtronic MDT Stock Holding History

Border to Coast Pensions Partnership’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 Q4	–	Sell	-197,988	Closed	-$16M	–	91
2022 Q3	$16M	Hold	197,988	–	–	0.52%	70
2022 Q2	$17.8M	Buy	197,988 +26,073	+15%	+$2.64M	0.55%	71
2022 Q1	$19M	Buy	171,915 +2,847	+2%	+$301K	0.54%	68
2021 Q4	$17.5M	Hold	169,068	–	–	0.59%	59
2021 Q3	$17.4M	Hold	169,068	–	–	0.59%	59
2021 Q2	$21.1M	Buy	+169,068	New	+$21.2M	0.74%	49

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Border to Coast Pensions Partnership's MDT Position: Q4 2022 in Review

Border to Coast Pensions Partnership sold out of Medtronic (MDT) in Q4 2022, closing a stake of 197,988 shares — an estimated $16M sold.

Border to Coast Pensions Partnership first reported a position in MDT in Q2 2021 and held it in 6 quarters. The position peaked at $21.1M in Q2 2021. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Border to Coast Pensions Partnership reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Border to Coast Pensions Partnership sold 197,988 Medtronic shares in Q4 2022, an estimated $16M.
Border to Coast Pensions Partnership first reported a position in Medtronic in Q2 2021 and held it in 6 quarters.
Border to Coast Pensions Partnership's Medtronic position peaked at $21.1M in Q2 2021.
1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Border to Coast Pensions Partnership's 13F filing for Q4 2022, filed 8 Feb 2023.