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Ergoteles’s Medtronic MDT Stock Holding History

Ergoteles’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
-14,795
Closed -$1.3M – 521
2023
Q2 		$1.3M Buy
14,795
+4,756
+47% +$409K 0.06% 384
2023
Q1 		$809K Sell
10,039
-22,502
-69% -$1.83M 0.03% 571
2022
Q4 		$2.53M Sell
32,541
-1,309
-4% -$106K 0.09% 225
2022
Q3 		$2.73M Buy
33,850
+16,535
+95% +$1.49M 0.1% 210
2022
Q2 		$1.55M Buy
+17,315
New +$1.75M 0.05% 383
2022
Q1 		– Sell
-6,036
Closed -$624K – 1471
2021
Q4 		$624K Buy
+6,036
New +$699K 0.02% 562
2021
Q3 		– Sell
-10,421
Closed -$1.29M – 1492
2021
Q2 		$1.29M Buy
+10,421
New +$1.31M 0.03% 444
2021
Q1 		– Sell
-117,643
Closed -$13.8M – 956
2020
Q4 		$13.8M Buy
+117,643
New +$13M 0.46% 59

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

Ergoteles's MDT Position: Q3 2023 in Review

Ergoteles sold out of Medtronic (MDT) in Q3 2023, closing a stake of 14,795 shares — an estimated $1.3M sold.

Ergoteles first reported a position in MDT in Q4 2020 and held it in 8 quarters. The position peaked at $13.8M in Q4 2020. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Ergoteles reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 14,795 Medtronic shares in Q3 2023, an estimated $1.3M.
  • Ergoteles first reported a position in Medtronic in Q4 2020 and held it in 8 quarters.
  • Ergoteles's Medtronic position peaked at $13.8M in Q4 2020.
  • 1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.