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Neo Ivy Capital Management’s Medtronic MDT Stock Holding History

Neo Ivy Capital 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
2025
Q3 		– Sell
-8,251
Closed -$719K – 480
2025
Q2 		$719K Buy
+8,251
New +$700K 0.23% 155
2023
Q3 		– Sell
-657
Closed -$58K – 400
2023
Q2 		$58K Buy
+657
New +$56.6K 0.03% 249
2022
Q3 		– Sell
-1,335
Closed -$119K – 480
2022
Q2 		$119K Sell
1,335
-1,499
-53% -$152K 0.32% 130
2022
Q1 		$314K Sell
2,834
-2,210
-44% -$233K 0.28% 136
2021
Q4 		$522K Sell
5,044
-840
-14% -$97.3K 0.75% 23
2021
Q3 		$540K Buy
5,884
+2,230
+61% +$289K 0.62% 38
2021
Q2 		$454K Buy
3,654
+3,212
+727% +$403K 0.46% 69
2021
Q1 		$52K Buy
+442
New +$51.8K 0.06% 324
2020
Q3 		– Sell
-5,884
Closed -$540K – 556
2020
Q2 		$540K Buy
5,884
+5,005
+569% +$480K 0.62% 38
2020
Q1 		$79K Sell
879
-1,046
-54% -$111K 0.13% 246
2019
Q4 		$218K Buy
+1,925
New +$211K 0.25% 160
2019
Q3 		– Sell
-14,834
Closed -$1.45M – 351
2019
Q2 		$1.45M Sell
14,834
-984
-6% -$89.8K 0.81% 11
2019
Q1 		$1.44M Buy
+15,818
New +$1.42M 0.82% 17

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return