Fund Management at Engine No 1’s Medtronic MDT Stock Holding History

Fund Management at Engine No 1’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	-19,037	Closed	-$1.49M	–	257
2023 Q3	$1.49M	Buy	19,037 +1,719	+10%	+$144K	0.23%	90
2023 Q2	$1.53M	Buy	17,318 +1,184	+7%	+$102K	0.28%	79
2023 Q1	$1.3M	Buy	16,134 +1,500	+10%	+$122K	0.26%	85
2022 Q4	$1.14M	Buy	14,634 +1,860	+15%	+$151K	0.28%	88
2022 Q3	$1.03M	Sell	12,774 -774	-6%	-$69.6K	0.3%	77
2022 Q2	$1.22M	Buy	13,548 +2,167	+19%	+$220K	0.32%	76
2022 Q1	$1.26M	Buy	+11,381	New	+$1.2M	0.32%	76

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fund Management at Engine No 1's MDT Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Medtronic (MDT) in Q4 2023, closing a stake of 19,037 shares — an estimated $1.49M sold.

Fund Management at Engine No 1 first reported a position in MDT in Q1 2022 and held it in 7 quarters. The position peaked at $1.53M in Q2 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 19,037 Medtronic shares in Q4 2023, an estimated $1.49M.
Fund Management at Engine No 1 first reported a position in Medtronic in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Medtronic position peaked at $1.53M in Q2 2023.
2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.