CAAS Capital Management’s Medtronic MDT Stock Holding History

CAAS Capital Management’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	-2,400	Closed	-$188K	–	641
2023 Q3	$188K	Sell	2,400 -3,100	-56%	-$260K	0.01%	511
2023 Q2	$484K	Sell	5,500 -3,300	-38%	-$284K	0.03%	389
2023 Q1	$709K	Sell	8,800 -21,600	-71%	-$1.76M	0.04%	342
2022 Q4	$2.36M	Buy	+30,400	New	+$2.46M	0.14%	174
2022 Q1	–	Sell	-252,900	Closed	-$26.2M	–	829
2021 Q4	$26.2M	Buy	252,900 +2,900	+1%	+$336K	0.64%	32
2021 Q3	$31.3M	Hold	250,000	–	–	0.63%	34
2021 Q2	$31M	Hold	250,000	–	–	0.52%	37
2021 Q1	$29.5M	Buy	+250,000	New	+$29.3M	0.32%	62

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

CAAS Capital Management's MDT Position: Q1 2023 in Review

CAAS Capital Management sold out of Medtronic (MDT) in Q1 2023, closing a stake of 5,900 shares — an estimated $481K sold.

CAAS Capital Management first reported a position in MDT in Q4 2021 and held it in 2 quarters. The position peaked at $459K in Q4 2022. 1,990 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

CAAS Capital Management reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
CAAS Capital Management sold 5,900 Medtronic shares in Q1 2023, an estimated $481K.
CAAS Capital Management first reported a position in Medtronic in Q4 2021 and held it in 2 quarters.
CAAS Capital Management's Medtronic position peaked at $459K in Q4 2022.
1,990 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on CAAS Capital Management's 13F filing for Q1 2023, filed 15 May 2023.