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Cercano Management’s Medtronic MDT Stock Holding History

Cercano 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
-23,800
Closed -$1.86M – 104
2023
Q3 		$1.86M Hold
23,800
– – 0.07% 87
2023
Q2 		$2.1M Hold
23,800
– – 0.07% 83
2023
Q1 		$1.92M Buy
+23,800
New +$1.94M 0.08% 81

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cercano Management's MDT Position: Q4 2023 in Review

Cercano Management sold out of Medtronic (MDT) in Q4 2023, closing a stake of 23,800 shares — an estimated $1.86M sold.

Cercano Management first reported a position in MDT in Q1 2023 and held it in 3 quarters. The position peaked at $2.1M in Q2 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Cercano Management reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Cercano Management sold 23,800 Medtronic shares in Q4 2023, an estimated $1.86M.
  • Cercano Management first reported a position in Medtronic in Q1 2023 and held it in 3 quarters.
  • Cercano Management's Medtronic position peaked at $2.1M in Q2 2023.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Cercano Management's 13F filing for Q4 2023, filed 2 Feb 2024.