Otter Creek Advisors’s Medtronic MDT Stock Holding History

Otter Creek Advisors’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 Q2	–	Sell	-34,700	Closed	-$2.8M	–	48
2023 Q1	$2.8M	Buy	+34,700	New	+$2.83M	2.01%	25

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Otter Creek Advisors's MDT Position: Q2 2023 in Review

Otter Creek Advisors sold out of Medtronic (MDT) in Q2 2023, closing a stake of 34,700 shares — an estimated $2.8M sold.

Otter Creek Advisors first reported a position in MDT in Q1 2023 and held it in 1 quarter. The position peaked at $2.8M in Q1 2023. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

Otter Creek Advisors reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
Otter Creek Advisors sold 34,700 Medtronic shares in Q2 2023, an estimated $2.8M.
Otter Creek Advisors first reported a position in Medtronic in Q1 2023 and held it in 1 quarter.
Otter Creek Advisors's Medtronic position peaked at $2.8M in Q1 2023.
2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Otter Creek Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.