Perceptive Advisors’s Medtronic MDT Stock Holding History

Perceptive 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
2024 Q4	–	Sell	-245,332	Closed	-$22.1M	–	113
2024 Q3	$22.1M	Sell	245,332 -245,333	-50%	-$20.6M	0.47%	55
2024 Q2	$38.6M	Sell	490,665 -938,898	-66%	-$77M	0.93%	29
2024 Q1	$125M	Buy	1,429,563 +452,911	+46%	+$38.7M	2.18%	12
2023 Q4	$80.5M	Buy	976,652 +389,652	+66%	+$29.7M	1.8%	13
2023 Q3	$46M	Buy	587,000 +120,000	+26%	+$10M	1.53%	20
2023 Q2	$41.1M	Buy	+467,000	New	+$40.2M	1.19%	25
2021 Q3	–	Sell	-450,000	Closed	-$55.9M	–	149
2021 Q2	$55.9M	Buy	+450,000	New	+$56.5M	0.72%	40
2020 Q3	–	Sell	-20,000	Closed	-$1.83M	–	138
2020 Q2	$1.83M	Buy	+20,000	New	+$1.92M	0.03%	105
2015 Q2	–	Sell	-5,000	Closed	-$390K	–	182
2015 Q1	$390K	Buy	+5,000	New	+$379K	0.03%	118
2014 Q3	–	Sell	-130,000	Closed	-$8.29M	–	137
2014 Q2	$8.29M	Buy	+130,000	New	+$7.9M	0.81%	39

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Perceptive Advisors's MDT Position: Q4 2024 in Review

Perceptive Advisors sold out of Medtronic (MDT) in Q4 2024, closing a stake of 245,332 shares — an estimated $22.1M sold.

Perceptive Advisors first reported a position in MDT in Q2 2014 and held it in 10 quarters. The position peaked at $125M in Q1 2024. 2,124 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

Perceptive Advisors reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
Perceptive Advisors sold 245,332 Medtronic shares in Q4 2024, an estimated $22.1M.
Perceptive Advisors first reported a position in Medtronic in Q2 2014 and held it in 10 quarters.
Perceptive Advisors's Medtronic position peaked at $125M in Q1 2024.
2,124 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Perceptive Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.