Kula Investments’s Medtronic MDT Stock Holding History

Kula Investments’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 Q1	–	Sell	-24,910	Closed	-$1.94M	–	761
2022 Q4	$1.94M	Buy	+24,910	New	+$2.02M	0.57%	6

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Kula Investments's MDT Position: Q1 2023 in Review

Kula Investments sold out of Medtronic (MDT) in Q1 2023, closing a stake of 24,910 shares — an estimated $1.94M sold.

Kula Investments first reported a position in MDT in Q4 2022 and held it in 1 quarter. The position peaked at $1.94M in Q4 2022. 1,990 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

Kula Investments reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 24,910 Medtronic shares in Q1 2023, an estimated $1.94M.
Kula Investments first reported a position in Medtronic in Q4 2022 and held it in 1 quarter.
Kula Investments's Medtronic position peaked at $1.94M in Q4 2022.
1,990 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.