Fulcrum Capital’s Medtronic MDT Stock Holding History

Fulcrum 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 Q3	–	Sell	-2,800	Closed	-$247K	–	114
2023 Q2	$247K	Hold	2,800	–	–	0.06%	103
2023 Q1	$226K	Hold	2,800	–	–	0.06%	108
2022 Q4	$218K	Hold	2,800	–	–	0.06%	99
2022 Q3	$226K	Hold	2,800	–	–	0.07%	76
2022 Q2	$251K	Sell	2,800 -928	-25%	-$94K	0.08%	67
2022 Q1	$414K	Hold	3,728	–	–	0.11%	57
2021 Q4	$386K	Hold	3,728	–	–	0.08%	68
2021 Q3	$467K	Hold	3,728	–	–	0.11%	64
2021 Q2	$463K	Sell	3,728 -1,828	-33%	-$230K	0.12%	57
2021 Q1	$656K	Sell	5,556 -471	-8%	-$55.2K	0.19%	46
2020 Q4	$706K	Buy	6,027 +399	+7%	+$43.9K	0.21%	40
2020 Q3	$585K	Buy	5,628 +1,744	+45%	+$175K	0.21%	40
2020 Q2	$356K	Buy	3,884 +127	+3%	+$12.2K	0.13%	52
2020 Q1	$339K	Sell	3,757 -25	-0.7%	-$2.66K	0.15%	47
2019 Q4	$429K	Sell	3,782 -675	-15%	-$74.1K	0.13%	52
2019 Q3	$484K	Buy	4,457 +2,300	+107%	+$240K	0.17%	47
2019 Q2	$210K	Buy	+2,157	New	+$197K	0.08%	57

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fulcrum Capital's MDT Position: Q3 2023 in Review

Fulcrum Capital sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,800 shares — an estimated $247K sold.

Fulcrum Capital first reported a position in MDT in Q2 2019 and held it in 17 quarters. The position peaked at $706K in Q4 2020. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Fulcrum Capital reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
Fulcrum Capital sold 2,800 Medtronic shares in Q3 2023, an estimated $247K.
Fulcrum Capital first reported a position in Medtronic in Q2 2019 and held it in 17 quarters.
Fulcrum Capital's Medtronic position peaked at $706K in Q4 2020.
1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Fulcrum Capital's 13F filing for Q3 2023, filed 13 Oct 2023.