Duality Advisers’s Medtronic MDT Stock Holding History

Duality Advisers’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 Q2	–	Sell	-32,401	Closed	-$2.61M	–	657
2023 Q1	$2.61M	Buy	32,401 +9,253	+40%	+$754K	0.3%	132
2022 Q4	$1.8M	Sell	23,148 -2,705	-10%	-$219K	0.2%	180
2022 Q3	$2.09M	Buy	+25,853	New	+$2.32M	0.23%	173
2022 Q1	–	Sell	-63,714	Closed	-$6.59M	–	753
2021 Q4	$6.59M	Buy	63,714 +58,044	+1,024%	+$6.72M	0.71%	12
2021 Q3	$711K	Sell	5,670 -20,178	-78%	-$2.61M	0.05%	398
2021 Q2	$3.21M	Sell	25,848 -12,938	-33%	-$1.62M	0.28%	113
2021 Q1	$4.58M	Buy	+38,786	New	+$4.55M	0.4%	63
2020 Q4	–	Sell	-4,820	Closed	-$501K	–	656
2020 Q3	$501K	Sell	4,820 -33,197	-87%	-$3.33M	0.03%	471
2020 Q2	$3.49M	Buy	+38,017	New	+$3.65M	0.32%	83
2019 Q2	–	Sell	-55,420	Closed	-$5.05M	–	269
2019 Q1	$5.05M	Sell	55,420 -27,330	-33%	-$2.45M	0.3%	100
2018 Q4	$7.53M	Buy	+82,750	New	+$7.73M	0.44%	60

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

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

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

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

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

Duality Advisers's MDT Position: Q2 2023 in Review

Duality Advisers sold out of Medtronic (MDT) in Q2 2023, closing a stake of 32,401 shares — an estimated $2.61M sold.

Duality Advisers first reported a position in MDT in Q4 2018 and held it in 11 quarters. The position peaked at $7.53M in Q4 2018. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

Duality Advisers reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
Duality Advisers sold 32,401 Medtronic shares in Q2 2023, an estimated $2.61M.
Duality Advisers first reported a position in Medtronic in Q4 2018 and held it in 11 quarters.
Duality Advisers's Medtronic position peaked at $7.53M in Q4 2018.
2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Duality Advisers's 13F filing for Q2 2023, filed 31 Jul 2023.