FORA Capital’s Medtronic MDT Stock Holding History

FORA Capital’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	-68,482	Closed	-$5.37M	–	556
2023 Q3	$5.37M	Buy	+68,482	New	+$5.73M	0.47%	53
2023 Q2	–	Sell	-40,220	Closed	-$3.24M	–	506
2023 Q1	$3.24M	Sell	40,220 -83,660	-68%	-$6.82M	0.32%	95
2022 Q4	$9.63M	Buy	+123,880	New	+$10M	1.55%	5
2022 Q3	–	Sell	-38,566	Closed	-$3.46M	–	500
2022 Q2	$3.46M	Buy	+38,566	New	+$3.91M	0.69%	30
2022 Q1	–	Sell	-12,772	Closed	-$1.32M	–	584
2021 Q4	$1.32M	Buy	+12,772	New	+$1.48M	0.51%	47
2021 Q3	–	Sell	-10,161	Closed	-$1.26M	–	660
2021 Q2	$1.26M	Buy	+10,161	New	+$1.28M	0.23%	110
2020 Q3	–	Sell	-7,894	Closed	-$724K	–	854
2020 Q2	$724K	Sell	7,894 -19,280	-71%	-$1.85M	0.25%	100
2020 Q1	$2.45M	Sell	27,174 -26,302	-49%	-$2.8M	0.53%	31
2019 Q4	$6.07M	Buy	+53,476	New	+$5.87M	0.61%	25

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 $3.37T AUM 44.26% 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

FORA Capital's MDT Position: Q4 2023 in Review

FORA Capital sold out of Medtronic (MDT) in Q4 2023, closing a stake of 68,482 shares — an estimated $5.37M sold.

FORA Capital first reported a position in MDT in Q4 2019 and held it in 9 quarters. The position peaked at $9.63M in Q4 2022. 2,078 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

FORA Capital reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
FORA Capital sold 68,482 Medtronic shares in Q4 2023, an estimated $5.37M.
FORA Capital first reported a position in Medtronic in Q4 2019 and held it in 9 quarters.
FORA Capital's Medtronic position peaked at $9.63M in Q4 2022.
2,078 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.