Perpetual Investment Management’s Medtronic MDT Stock Holding History

Perpetual Investment Management’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 Q4	$17.8M	Buy	229,286 +36,644	+19%	+$2.97M	2.13%	11
2022 Q3	$15.6M	Buy	192,642 +17,546	+10%	+$1.58M	2.27%	10
2022 Q2	$15.7M	Buy	175,096 +51,488	+42%	+$5.22M	2.3%	11
2022 Q1	$13.7M	Buy	123,608 +115,171	+1,365%	+$12.2M	1.72%	13
2021 Q4	$873K	Buy	8,437 +1,651	+24%	+$191K	0.1%	141
2021 Q3	$850K	Sell	6,786 -59,152	-90%	-$7.66M	0.11%	136
2021 Q2	$8.19M	Buy	65,938 +465	+0.7%	+$58.4K	1.16%	26
2021 Q1	$7.71M	Sell	65,473 -92	-0.1%	-$10.8K	1.28%	29
2020 Q4	$7.58M	Buy	+65,565	New	+$7.22M	1.12%	29

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perpetual Investment Management's MDT Position: Q4 2022 in Review

Perpetual Investment Management increased its Medtronic (MDT) stake by 19% in Q4 2022, buying an estimated $2.97M and bringing the position to 229,286 shares worth $17.8M. The position accounts for 2.13% of the portfolio, ranked #11.

Perpetual Investment Management first reported a position in MDT in Q4 2020 and has held it in 9 quarters since. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Perpetual Investment Management held 229,286 shares of Medtronic worth $17.8M as of Q4 2022.
Perpetual Investment Management bought 36,644 Medtronic shares in Q4 2022, an estimated $2.97M.
Medtronic made up 2.13% of Perpetual Investment Management's portfolio in Q4 2022, its #11 holding.
Perpetual Investment Management first reported a position in Medtronic in Q4 2020 and has held it in 9 quarters since.
1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.