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Capital Insight Partners’s Medtronic MDT Stock Holding History

Capital Insight Partners’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
Q3 		– Sell
-34,565
Closed -$3.05M – 165
2023
Q2 		$3.05M Sell
34,565
-4,036
-10% -$347K 0.68% 50
2023
Q1 		$3.11M Buy
38,601
+2,724
+8% +$222K 0.73% 49
2022
Q4 		$2.79M Buy
35,877
+1,359
+4% +$110K 0.72% 46
2022
Q3 		$2.79M Buy
34,518
+177
+0.5% +$15.9K 0.75% 44
2022
Q2 		$3.08M Buy
34,341
+1,117
+3% +$113K 0.72% 47
2022
Q1 		$3.69M Buy
33,224
+4,403
+15% +$465K 0.75% 43
2021
Q4 		$2.98M Buy
28,821
+1,392
+5% +$161K 0.61% 56
2021
Q3 		$3.44M Buy
27,429
+520
+2% +$67.3K 0.75% 43
2021
Q2 		$3.34M Buy
26,909
+475
+2% +$59.6K 0.75% 44
2021
Q1 		$3.12M Buy
26,434
+469
+2% +$55K 0.76% 41
2020
Q4 		$3.04M Buy
25,965
+330
+1% +$36.3K 0.77% 42
2020
Q3 		$2.66M Buy
25,635
+384
+2% +$38.6K 0.75% 44
2020
Q2 		$2.32M Buy
25,251
+1,292
+5% +$124K 0.73% 45
2020
Q1 		$2.16M Buy
23,959
+3,281
+16% +$349K 1.14% 28
2019
Q4 		$2.35M Buy
20,678
+34
+0.2% +$3.73K 1.08% 28
2019
Q3 		$2.24M Sell
20,644
-380
-2% -$39.6K 1.96% 16
2019
Q2 		$2.05M Sell
21,024
-120
-0.6% -$11K 1.78% 19
2019
Q1 		$1.93M Buy
21,144
+382
+2% +$34.2K 1.74% 21
2018
Q4 		$1.89M Buy
20,762
+3
+0% +$280 1.95% 17
2018
Q3 		$2.04M Sell
20,759
-3,143
-13% -$291K 1.8% 21
2018
Q2 		$2.05M Buy
23,902
+534
+2% +$44.6K 1.68% 24
2018
Q1 		$1.88M Buy
23,368
+469
+2% +$38.7K 1.53% 27
2017
Q4 		$1.85M Buy
22,899
+1,387
+6% +$111K 1.45% 29
2017
Q3 		$1.67M Sell
21,512
-411
-2% -$34.1K 1.41% 29
2017
Q2 		$1.95M Buy
21,923
+1,722
+9% +$145K 1.73% 24
2017
Q1 		$1.63M Buy
+20,201
New +$1.58M 1.47% 29

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Insight Partners's MDT Position: Q3 2023 in Review

Capital Insight Partners sold out of Medtronic (MDT) in Q3 2023, closing a stake of 34,565 shares — an estimated $3.05M sold.

Capital Insight Partners first reported a position in MDT in Q1 2017 and held it in 26 quarters. The position peaked at $3.69M in Q1 2022. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Capital Insight Partners reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Capital Insight Partners sold 34,565 Medtronic shares in Q3 2023, an estimated $3.05M.
  • Capital Insight Partners first reported a position in Medtronic in Q1 2017 and held it in 26 quarters.
  • Capital Insight Partners's Medtronic position peaked at $3.69M in Q1 2022.
  • 1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Capital Insight Partners's 13F filing for Q3 2023, filed 30 Oct 2023.