Jackson Square Capital’s Medtronic MDT Stock Holding History

Jackson Square Capital’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	-4,622	Closed	-$579K	–	194
2021 Q3	$579K	Buy	4,622 +1,343	+41%	+$174K	0.19%	102
2021 Q2	$407K	Hold	3,279	–	–	0.13%	131
2021 Q1	$387K	Buy	3,279 +301	+10%	+$35.3K	0.15%	119
2020 Q4	$349K	Buy	2,978 +740	+33%	+$81.5K	0.13%	112
2020 Q3	$233K	Buy	2,238 +1,782	+391%	+$179K	0.1%	119
2020 Q2	$42K	Sell	456 -40	-8%	-$3.84K	0.02%	164
2020 Q1	$45K	Sell	496 -2,354	-83%	-$250K	0.04%	125
2019 Q4	$323K	Buy	+2,850	New	+$313K	0.19%	87

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

Jackson Square Capital's MDT Position: Q4 2021 in Review

Jackson Square Capital sold out of Medtronic (MDT) in Q4 2021, closing a stake of 4,622 shares — an estimated $579K sold.

Jackson Square Capital first reported a position in MDT in Q4 2019 and held it in 8 quarters. The position peaked at $579K in Q3 2021. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

Jackson Square Capital reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
Jackson Square Capital sold 4,622 Medtronic shares in Q4 2021, an estimated $579K.
Jackson Square Capital first reported a position in Medtronic in Q4 2019 and held it in 8 quarters.
Jackson Square Capital's Medtronic position peaked at $579K in Q3 2021.
2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Jackson Square Capital's 13F filing for Q4 2021, filed 19 Jan 2022.