Nuance Investments’s Medtronic MDT Stock Holding History

Nuance 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 Q4	–	Sell	-359,353	Closed	-$28.2M	–	56
2023 Q3	$28.2M	Sell	359,353 -43,610	-11%	-$3.65M	0.69%	32
2023 Q2	$35.5M	Sell	402,963 -7,408	-2%	-$638K	0.76%	32
2023 Q1	$33.1M	Buy	410,371 +346,555	+543%	+$28.2M	0.7%	35
2022 Q4	$4.96M	Buy	63,816 +60,917	+2,101%	+$4.94M	0.1%	46
2022 Q3	$234K	Buy	+2,899	New	+$261K	0.01%	55
2020 Q4	–	Sell	-2,673	Closed	-$278K	–	60
2020 Q3	$278K	Buy	+2,673	New	+$268K	0.01%	52
2020 Q2	–	Sell	-6,761	Closed	-$610K	–	66
2020 Q1	$610K	Buy	+6,761	New	+$719K	0.02%	54
2019 Q4	–	Sell	-4,343	Closed	-$472K	–	63
2019 Q3	$472K	Hold	4,343	–	–	0.02%	55
2019 Q2	$423K	Sell	4,343 -81,225	-95%	-$7.42M	0.02%	53
2019 Q1	$7.79M	Buy	85,568 +1,900	+2%	+$170K	0.4%	38
2018 Q4	$7.61M	Sell	83,668 -59,769	-42%	-$5.59M	0.51%	38
2018 Q3	$14.1M	Buy	+143,437	New	+$13.3M	0.84%	32

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Nuance Investments's MDT Position: Q4 2023 in Review

Nuance Investments sold out of Medtronic (MDT) in Q4 2023, closing a stake of 359,353 shares — an estimated $28.2M sold.

Nuance Investments first reported a position in MDT in Q3 2018 and held it in 12 quarters. The position peaked at $35.5M in Q2 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Nuance Investments reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Nuance Investments sold 359,353 Medtronic shares in Q4 2023, an estimated $28.2M.
Nuance Investments first reported a position in Medtronic in Q3 2018 and held it in 12 quarters.
Nuance Investments's Medtronic position peaked at $35.5M in Q2 2023.
2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Nuance Investments's 13F filing for Q4 2023, filed 7 Feb 2024.