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Mar Vista Investment Partners’s Medtronic MDT Stock Holding History

Mar Vista Investment Partners’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
-64,539
Closed -$5.69M – 59
2023
Q2 		$5.69M Hold
64,539
– – 0.24% 33
2023
Q1 		$5.2M Hold
64,539
– – 0.23% 34
2022
Q4 		$5.02M Hold
64,539
– – 0.23% 34
2022
Q3 		$5.21M Hold
64,539
– – 0.23% 33
2022
Q2 		$5.79M Hold
64,539
– – 0.24% 35
2022
Q1 		$7.16M Hold
64,539
– – 0.22% 35
2021
Q4 		$6.68M Hold
64,539
– – 0.18% 37
2021
Q3 		$8.09M Sell
64,539
-34,349
-35% -$4.45M 0.21% 36
2021
Q2 		$12.3M Buy
98,888
+1,156
+1% +$145K 0.3% 37
2021
Q1 		$11.5M Buy
97,732
+75,079
+331% +$8.8M 0.27% 37
2020
Q4 		$2.65M Buy
22,653
+332
+1% +$36.5K 0.07% 44
2020
Q3 		$2.32M Sell
22,321
-4,416
-17% -$443K 0.06% 43
2020
Q2 		$2.45M Hold
26,737
– – 0.07% 41
2020
Q1 		$2.41M Hold
26,737
– – 0.07% 35
2019
Q4 		$3.03M Hold
26,737
– – 0.07% 34
2019
Q3 		$2.9M Sell
26,737
-5,596
-17% -$584K 0.07% 33
2019
Q2 		$3.15M Sell
32,333
-53
-0.2% -$4.84K 0.08% 32
2019
Q1 		$2.95M Sell
32,386
-1,416
-4% -$127K 0.08% 34
2018
Q4 		$3.08M Sell
33,802
-2,391
-7% -$223K 0.1% 35
2018
Q3 		$3.56M Hold
36,193
– – 0.1% 36
2018
Q2 		$3.1M Hold
36,193
– – 0.12% 37
2018
Q1 		$2.9M Hold
36,193
– – 0.12% 36
2017
Q4 		$2.92M Hold
36,193
– – 0.11% 37
2017
Q3 		$2.81M Hold
36,193
– – 0.12% 35
2017
Q2 		$3.21M Hold
36,193
– – 0.13% 35
2017
Q1 		$2.92M Sell
36,193
-3,600
-9% -$281K 0.12% 34
2016
Q4 		$2.83M Buy
39,793
+8,121
+26% +$638K 0.11% 33
2016
Q3 		$2.74M Buy
+31,672
New +$2.76M 0.11% 31

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $544B AUM 28.31% 1-Year Est. Return

Mar Vista Investment Partners's MDT Position: Q3 2023 in Review

Mar Vista Investment Partners sold out of Medtronic (MDT) in Q3 2023, closing a stake of 64,539 shares — an estimated $5.69M sold.

Mar Vista Investment Partners first reported a position in MDT in Q3 2016 and held it in 28 quarters. The position peaked at $12.3M in Q2 2021. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Mar Vista Investment Partners reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Mar Vista Investment Partners sold 64,539 Medtronic shares in Q3 2023, an estimated $5.69M.
  • Mar Vista Investment Partners first reported a position in Medtronic in Q3 2016 and held it in 28 quarters.
  • Mar Vista Investment Partners's Medtronic position peaked at $12.3M in Q2 2021.
  • 1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Mar Vista Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.