Schwerin Boyle Capital Management’s Medtronic MDT Stock Holding History

Schwerin Boyle Capital 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
2021 Q3	–	Sell	-60,000	Closed	-$7.45M	–	49
2021 Q2	$7.45M	Hold	60,000	–	–	0.61%	38
2021 Q1	$7.09M	Hold	60,000	–	–	0.63%	37
2020 Q4	$7.03M	Hold	60,000	–	–	0.66%	40
2020 Q3	$6.24M	Hold	60,000	–	–	0.72%	36
2020 Q2	$5.5M	Hold	60,000	–	–	0.69%	34
2020 Q1	$5.41M	Hold	60,000	–	–	0.76%	36
2019 Q4	$6.81M	Hold	60,000	–	–	0.65%	37
2019 Q3	$6.52M	Hold	60,000	–	–	0.67%	39
2019 Q2	$5.84M	Hold	60,000	–	–	0.61%	41
2019 Q1	$5.46M	Hold	60,000	–	–	0.6%	39
2018 Q4	$5.46M	Hold	60,000	–	–	0.69%	40
2018 Q3	$5.9M	Hold	60,000	–	–	0.63%	43
2018 Q2	$5.14M	Hold	60,000	–	–	0.56%	44
2018 Q1	$4.81M	Hold	60,000	–	–	0.53%	48
2017 Q4	$4.84M	Hold	60,000	–	–	0.53%	43
2017 Q3	$4.67M	Hold	60,000	–	–	0.53%	46
2017 Q2	$5.33M	Hold	60,000	–	–	0.63%	42
2017 Q1	$4.83M	Hold	60,000	–	–	0.59%	44
2016 Q4	$4.27M	Hold	60,000	–	–	0.53%	45
2016 Q3	$5.18M	Hold	60,000	–	–	0.72%	41
2016 Q2	$5.21M	Hold	60,000	–	–	0.75%	38
2016 Q1	$4.5M	Hold	60,000	–	–	0.63%	44
2015 Q4	$4.62M	Hold	60,000	–	–	0.64%	43
2015 Q3	$4.02M	Hold	60,000	–	–	0.58%	43
2015 Q2	$4.45M	Hold	60,000	–	–	0.58%	42
2015 Q1	$4.68M	Hold	60,000	–	–	0.66%	40
2014 Q4	$4.33M	Hold	60,000	–	–	0.59%	40
2014 Q3	$3.72M	Hold	60,000	–	–	0.52%	43
2014 Q2	$3.83M	Hold	60,000	–	–	0.55%	40
2014 Q1	$3.69M	Hold	60,000	–	–	0.53%	43
2013 Q4	$3.44M	Hold	60,000	–	–	0.48%	45
2013 Q3	$3.19M	Hold	60,000	–	–	0.48%	45
2013 Q2	$3.09M	Buy	+60,000	New	+$2.97M	0.5%	44

Other funds holding MDT

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Schwerin Boyle Capital Management's MDT Position: Q3 2021 in Review

Schwerin Boyle Capital Management sold out of Medtronic (MDT) in Q3 2021, closing a stake of 60,000 shares — an estimated $7.45M sold.

Schwerin Boyle Capital Management first reported a position in MDT in Q2 2013 and held it in 33 quarters. The position peaked at $7.45M in Q2 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q3 2021.

Schwerin Boyle Capital Management reported no remaining Medtronic position as of Q3 2021 after selling out during the quarter.
Schwerin Boyle Capital Management sold 60,000 Medtronic shares in Q3 2021, an estimated $7.45M.
Schwerin Boyle Capital Management first reported a position in Medtronic in Q2 2013 and held it in 33 quarters.
Schwerin Boyle Capital Management's Medtronic position peaked at $7.45M in Q2 2021.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q3 2021.

Based on Schwerin Boyle Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.