Eudaimonia Partners’s Medtronic MDT Stock Holding History

Eudaimonia 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 Q4	–	Sell	-5,613	Closed	-$440K	–	303
2023 Q3	$440K	Sell	5,613 -693	-11%	-$58K	0.11%	189
2023 Q2	$556K	Buy	6,306 +1,823	+41%	+$157K	0.13%	169
2023 Q1	$361K	Sell	4,483 -476	-10%	-$38.8K	0.09%	228
2022 Q4	$385K	Buy	4,959 +308	+7%	+$25K	0.09%	209
2022 Q3	$376K	Sell	4,651 -3,039	-40%	-$273K	0.1%	199
2022 Q2	$690K	Buy	7,690 +267	+4%	+$27.1K	0.13%	178
2022 Q1	$824K	Buy	+7,423	New	+$784K	0.14%	175
2021 Q3	$1.51M	Buy	12,047 +4,180	+53%	+$541K	0.27%	103
2021 Q2	$976K	Sell	7,867 -3,525	-31%	-$443K	0.18%	141
2021 Q1	$1.35M	Buy	11,392 +3,053	+37%	+$358K	0.28%	90
2020 Q4	$977K	Buy	8,339 +411	+5%	+$45.2K	0.22%	114
2020 Q3	$824K	Buy	7,928 +834	+12%	+$83.8K	0.21%	116
2020 Q2	$651K	Sell	7,094 -667	-9%	-$64K	0.25%	100
2020 Q1	$700K	Buy	7,761 +1,037	+15%	+$110K	0.31%	85
2019 Q4	$763K	Buy	+6,724	New	+$738K	0.3%	90

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

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