Scott Investment Partners’s Medtronic MDT Stock Holding History

Scott Investment 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 Q3	$940K	Hold	12,000	–	–	2.16%	22
2023 Q2	$1.06M	Hold	12,000	–	–	2.38%	18
2023 Q1	$967K	Hold	12,000	–	–	2.23%	22
2022 Q4	$933K	Buy	12,000 +3,100	+35%	+$251K	2.25%	20
2022 Q3	$719K	Sell	8,900 -53,000	-86%	-$4.76M	1.93%	30
2022 Q2	$5.56M	Hold	61,900	–	–	3.7%	7
2022 Q1	$6.87M	Buy	61,900 +21,800	+54%	+$2.3M	4.13%	6
2021 Q4	$4.15M	Hold	40,100	–	–	2.59%	22
2021 Q3	$5.03M	Hold	40,100	–	–	3.45%	18
2021 Q2	$4.98M	Hold	40,100	–	–	3.5%	13
2021 Q1	$4.74M	Buy	40,100 +2,000	+5%	+$234K	3.48%	14
2020 Q4	$4.46M	Buy	+38,100	New	+$4.19M	3.53%	14

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Scott Investment Partners's MDT Position: Q3 2023 in Review

Scott Investment Partners held its Medtronic (MDT) position steady in Q3 2023 at 12,000 shares worth $940K. The position accounts for 2.16% of the portfolio, ranked #22.

Scott Investment Partners first reported a position in MDT in Q4 2020 and has held it in 12 quarters since. The position peaked at $6.87M in Q1 2022. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

Scott Investment Partners held 12,000 shares of Medtronic worth $940K as of Q3 2023.
Scott Investment Partners left its Medtronic share count unchanged in Q3 2023.
Medtronic made up 2.16% of Scott Investment Partners's portfolio in Q3 2023, its #22 holding.
Scott Investment Partners first reported a position in Medtronic in Q4 2020 and has held it in 12 quarters since.
Scott Investment Partners's Medtronic position peaked at $6.87M in Q1 2022.
1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Scott Investment Partners's 13F filing for Q3 2023, filed 1 Nov 2023.