Newfound Research’s Medtronic MDT Stock Holding History

Newfound Research’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
2022 Q3	$78K	Sell	961 -88	-8%	-$7.91K	0.19%	59
2022 Q2	$94K	Sell	1,049 -342	-25%	-$34.7K	0.2%	54
2022 Q1	$154K	Buy	1,391 +167	+14%	+$17.6K	0.2%	33
2021 Q4	$127K	Buy	1,224 +340	+38%	+$39.4K	0.15%	72
2021 Q3	$111K	Buy	884 +539	+156%	+$69.8K	0.18%	45
2021 Q2	$43K	Buy	+345	New	+$43.3K	0.09%	113
2021 Q1	–	Sell	-758	Closed	-$89K	–	145
2020 Q4	$89K	Buy	+758	New	+$83.4K	0.23%	85

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Newfound Research's MDT Position: Q3 2022 in Review

Newfound Research reduced its Medtronic (MDT) stake by 8.4% in Q3 2022, selling an estimated $7.91K and leaving 961 shares worth $78K. The position accounts for 0.19% of the portfolio, ranked #59.

Newfound Research first reported a position in MDT in Q4 2020 and has held it in 7 quarters since. The position peaked at $154K in Q1 2022. 1,930 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Newfound Research held 961 shares of Medtronic worth $78K as of Q3 2022.
Newfound Research sold 88 Medtronic shares in Q3 2022, an estimated $7.91K.
Medtronic made up 0.19% of Newfound Research's portfolio in Q3 2022, its #59 holding.
Newfound Research first reported a position in Medtronic in Q4 2020 and has held it in 7 quarters since.
Newfound Research's Medtronic position peaked at $154K in Q1 2022.
1,930 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.