Holocene Advisors’s Medtronic MDT Stock Holding History

Holocene Advisors’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
2020 Q2	–	Sell	-2,300,000	Closed	-$207M	–	714
2020 Q1	$207M	Buy	2,300,000 +100,000	+5%	+$10.6M	2.23%	2
2019 Q4	$250M	Buy	+2,200,000	New	+$241M	2.24%	2

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holocene Advisors's MDT Position: Q4 2024 in Review

Holocene Advisors sold out of Medtronic (MDT) in Q4 2024, closing a stake of 502,810 shares — an estimated $45.3M sold.

Holocene Advisors first reported a position in MDT in Q4 2017 and held it in 19 quarters. The position peaked at $151M in Q3 2023. 2,124 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Holocene Advisors reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
Holocene Advisors sold 502,810 Medtronic shares in Q4 2024, an estimated $45.3M.
Holocene Advisors first reported a position in Medtronic in Q4 2017 and held it in 19 quarters.
Holocene Advisors's Medtronic position peaked at $151M in Q3 2023.
2,124 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Holocene Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.