Ninety One’s Medtronic MDT Stock Holding History

Ninety One’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	–	Sell	-6,770	Closed	-$610K	–	90
2022 Q2	$610K	Hold	6,770	–	–	0.22%	72
2022 Q1	$759K	Sell	6,770 -2,389	-26%	-$252K	0.21%	74
2021 Q4	$957K	Sell	9,159 -196	-2%	-$22.7K	0.28%	68
2021 Q3	$1.19M	Sell	9,355 -1,093	-10%	-$141K	0.46%	53
2021 Q2	$1.3M	Buy	10,448 +251	+2%	+$31.5K	0.48%	55
2021 Q1	$1.21M	Hold	10,197	–	–	0.46%	62
2020 Q4	$1.18M	Sell	10,197 -970	-9%	-$107K	0.46%	59
2020 Q3	$1.16M	Buy	11,167 +10,406	+1,367%	+$1.05M	0.59%	47
2020 Q2	$69K	Sell	761 -4,377	-85%	-$420K	0.03%	70
2020 Q1	$464K	Buy	+5,138	New	+$547K	0.23%	76
2016 Q4	–	Sell	-5,914	Closed	-$511K	–	88
2016 Q3	$511K	Buy	5,914 +116	+2%	+$10.1K	0.32%	58
2016 Q2	$503K	Buy	5,798 +721	+14%	+$58.3K	0.43%	23
2016 Q1	$381K	Hold	5,077	–	–	0.36%	19
2015 Q4	$391K	Hold	5,077	–	–	0.35%	19
2015 Q3	$340K	Hold	5,077	–	–	0.31%	21
2015 Q2	$376K	Buy	+5,077	New	+$388K	0.35%	14

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ninety One's MDT Position: Q3 2022 in Review

Ninety One sold out of Medtronic (MDT) in Q3 2022, closing a stake of 6,770 shares — an estimated $610K sold.

Ninety One first reported a position in MDT in Q2 2015 and held it in 16 quarters. The position peaked at $1.3M in Q2 2021. 1,932 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

Ninety One reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
Ninety One sold 6,770 Medtronic shares in Q3 2022, an estimated $610K.
Ninety One first reported a position in Medtronic in Q2 2015 and held it in 16 quarters.
Ninety One's Medtronic position peaked at $1.3M in Q2 2021.
1,932 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Ninety One's 13F filing for Q3 2022, filed 14 Nov 2022.