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Industrial Alliance Investment Management’s Medtronic MDT Stock Holding History

Industrial Alliance Investment Management’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
Q2 		– Sell
-7,446
Closed -$600K – 370
2023
Q1 		$600K Sell
7,446
-172
-2% -$14K 0.02% 340
2022
Q4 		$592K Sell
7,618
-1,829
-19% -$148K 0.02% 284
2022
Q3 		$763K Buy
9,447
+3,183
+51% +$286K 0.02% 267
2022
Q2 		$562K Sell
6,264
-436
-7% -$44.2K 0.02% 288
2022
Q1 		$743K Sell
6,700
-201
-3% -$21.2K 0.02% 291
2021
Q4 		$714K Buy
+6,901
New +$799K 0.02% 286

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Industrial Alliance Investment Management's MDT Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Medtronic (MDT) in Q2 2023, closing a stake of 7,446 shares — an estimated $600K sold.

Industrial Alliance Investment Management first reported a position in MDT in Q4 2021 and held it in 6 quarters. The position peaked at $763K in Q3 2022. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 7,446 Medtronic shares in Q2 2023, an estimated $600K.
  • Industrial Alliance Investment Management first reported a position in Medtronic in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Medtronic position peaked at $763K in Q3 2022.
  • 2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.