Enlightenment Research’s Medtronic MDT Stock Holding History

Enlightenment Research’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
2021 Q4	–	Sell	-2,900	Closed	-$364K	–	177
2021 Q3	$364K	Buy	+2,900	New	+$375K	0.44%	80
2020 Q2	–	Sell	-9,787	Closed	-$985K	–	159
2020 Q1	$985K	Buy	+9,787	New	+$1.04M	1.05%	16
2019 Q3	–	Sell	-2,800	Closed	-$273K	–	206
2019 Q2	$273K	Buy	+2,800	New	+$256K	0.14%	192
2019 Q1	–	Sell	-8,800	Closed	-$800K	–	429
2018 Q4	$800K	Buy	+8,800	New	+$822K	0.99%	14

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Enlightenment Research's MDT Position: Q4 2021 in Review

Enlightenment Research sold out of Medtronic (MDT) in Q4 2021, closing a stake of 2,900 shares — an estimated $364K sold.

Enlightenment Research first reported a position in MDT in Q4 2018 and held it in 4 quarters. The position peaked at $985K in Q1 2020. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Enlightenment Research reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Enlightenment Research sold 2,900 Medtronic shares in Q4 2021, an estimated $364K.
Enlightenment Research first reported a position in Medtronic in Q4 2018 and held it in 4 quarters.
Enlightenment Research's Medtronic position peaked at $985K in Q1 2020.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Enlightenment Research's 13F filing for Q4 2021, filed 14 Feb 2022.