Pegasus Partners’s Medtronic MDT Stock Holding History

Pegasus Partners’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	-2,729	Closed	-$220K	–	127
2023 Q1	$220K	Buy	+2,729	New	+$222K	0.03%	114
2016 Q1	–	Sell	-3,439	Closed	-$265K	–	120
2015 Q4	$265K	Sell	3,439 -1,570	-31%	-$118K	0.13%	80
2015 Q3	$335K	Sell	5,009 -210	-4%	-$15.5K	0.19%	63
2015 Q2	$387K	Buy	+5,219	New	+$399K	0.17%	67

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

Pegasus Partners's MDT Position: Q2 2023 in Review

Pegasus Partners sold out of Medtronic (MDT) in Q2 2023, closing a stake of 2,729 shares — an estimated $220K sold.

Pegasus Partners first reported a position in MDT in Q2 2015 and held it in 4 quarters. The position peaked at $387K in Q2 2015. 2,056 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

Pegasus Partners reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
Pegasus Partners sold 2,729 Medtronic shares in Q2 2023, an estimated $220K.
Pegasus Partners first reported a position in Medtronic in Q2 2015 and held it in 4 quarters.
Pegasus Partners's Medtronic position peaked at $387K in Q2 2015.
2,056 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Pegasus Partners's 13F filing for Q2 2023, filed 4 Aug 2023.