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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eudaimonia Partners's MDT Position: Q4 2023 in Review

Eudaimonia Partners sold out of Medtronic (MDT) in Q4 2023, closing a stake of 5,613 shares — an estimated $440K sold.

Eudaimonia Partners first reported a position in MDT in Q4 2019 and held it in 15 quarters. The position peaked at $1.51M in Q3 2021. 2,077 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Eudaimonia Partners reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Eudaimonia Partners sold 5,613 Medtronic shares in Q4 2023, an estimated $440K.
Eudaimonia Partners first reported a position in Medtronic in Q4 2019 and held it in 15 quarters.
Eudaimonia Partners's Medtronic position peaked at $1.51M in Q3 2021.
2,077 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Eudaimonia Partners's 13F filing for Q4 2023, filed 8 Feb 2024.