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Itau Unibanco Holding S.A.’s Medtronic MDT Stock Holding History

Itau Unibanco Holding S.A.’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
-2,868
Closed -$253K – 534
2023
Q2 		$253K Buy
+2,868
New +$247K 0.01% 164
2023
Q1 		– Sell
-5,035
Closed -$392K – 573
2022
Q4 		$392K Buy
+5,035
New +$408K 0.02% 167
2022
Q3 		– Sell
-2,360
Closed -$212K – 603
2022
Q2 		$212K Buy
+2,360
New +$239K 0.01% 209
2021
Q4 		– Sell
-482
Closed -$60K – 448
2021
Q3 		$60K Buy
482
+171
+55% +$22.1K ﹤0.01% 246
2021
Q2 		$39K Buy
+311
New +$39K ﹤0.01% 227
2020
Q2 		– Sell
-1,455
Closed -$131K – 319
2020
Q1 		$131K Buy
+1,455
New +$155K 0.01% 109
2019
Q3 		– Sell
-6,565
Closed -$639K – 529
2019
Q2 		$639K Sell
6,565
-5,017
-43% -$458K 0.03% 188
2019
Q1 		$1.02M Hold
11,582
– – 0.05% 81
2018
Q4 		$1.02M Buy
11,582
+1,786
+18% +$167K 0.05% 81
2018
Q3 		$964K Sell
9,796
-265
-3% -$24.5K 0.05% 83
2018
Q2 		$859K Sell
10,061
-1,157
-10% -$96.6K 0.09% 68
2018
Q1 		$900K Buy
11,218
+7,469
+199% +$616K 0.01% 137
2017
Q4 		$302K Buy
3,749
+145
+4% +$11.6K 0.02% 225
2017
Q3 		$888K Buy
3,604
+838
+30% +$69.6K 0.06% 186
2017
Q2 		$245K Buy
2,766
+1,272
+85% +$107K 0.03% 172
2017
Q1 		$120K Buy
+1,494
New +$117K 0.01% 118

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Itau Unibanco Holding S.A.'s MDT Position: Q3 2023 in Review

Itau Unibanco Holding S.A. sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,868 shares — an estimated $253K sold.

Itau Unibanco Holding S.A. first reported a position in MDT in Q1 2017 and held it in 16 quarters. The position peaked at $1.02M in Q1 2019. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Itau Unibanco Holding S.A. reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 2,868 Medtronic shares in Q3 2023, an estimated $253K.
  • Itau Unibanco Holding S.A. first reported a position in Medtronic in Q1 2017 and held it in 16 quarters.
  • Itau Unibanco Holding S.A.'s Medtronic position peaked at $1.02M in Q1 2019.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2023, filed 14 Nov 2023.