Geneva Partners’s Medtronic MDT Stock Holding History

Geneva 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
2021 Q4	–	Sell	-31,301	Closed	-$3.92M	–	104
2021 Q3	$3.92M	Sell	31,301 -4,619	-13%	-$598K	1.86%	22
2021 Q2	$4.46M	Buy	35,920 +19,840	+123%	+$2.49M	2.04%	19
2021 Q1	$1.9M	Buy	16,080 +930	+6%	+$109K	0.98%	36
2020 Q4	$1.77M	Buy	+15,150	New	+$1.67M	0.94%	38
2020 Q2	–	Sell	-21,210	Closed	-$1.91M	–	83
2020 Q1	$1.91M	Sell	21,210 -8,550	-29%	-$910K	2.72%	16
2019 Q4	$3.38M	Sell	29,760 -1,327	-4%	-$146K	2.33%	18
2019 Q3	$3.38M	Buy	+31,087	New	+$3.24M	2.63%	18

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geneva Partners's MDT Position: Q4 2021 in Review

Geneva Partners sold out of Medtronic (MDT) in Q4 2021, closing a stake of 31,301 shares — an estimated $3.92M sold.

Geneva Partners first reported a position in MDT in Q3 2019 and held it in 7 quarters. The position peaked at $4.46M in Q2 2021. 2,060 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Geneva Partners reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Geneva Partners sold 31,301 Medtronic shares in Q4 2021, an estimated $3.92M.
Geneva Partners first reported a position in Medtronic in Q3 2019 and held it in 7 quarters.
Geneva Partners's Medtronic position peaked at $4.46M in Q2 2021.
2,060 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Geneva Partners's 13F filing for Q4 2021, filed 31 Jan 2022.