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Simplicity Solutions’s Medtronic MDT Stock Holding History

Simplicity Solutions’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
Q4 		$4.82M Sell
58,533
-7,801
-12% -$595K 0.13% 138
2023
Q3 		$5.2M Sell
66,334
-1,901
-3% -$159K 0.17% 119
2023
Q2 		$6.01M Buy
68,235
+3,936
+6% +$339K 0.16% 116
2023
Q1 		$5.18M Buy
64,299
+26,527
+70% +$2.16M 0.14% 138
2022
Q4 		$2.94M Buy
37,772
+11,220
+42% +$909K 0.4% 45
2022
Q3 		$2.14M Buy
26,552
+5,891
+29% +$529K 0.31% 64
2022
Q2 		$1.85M Buy
20,661
+4,732
+30% +$479K 0.24% 98
2022
Q1 		$1.77M Sell
15,929
-2,539
-14% -$268K 0.22% 102
2021
Q4 		$1.91M Buy
18,468
+5,853
+46% +$678K 0.21% 114
2021
Q3 		$1.58M Buy
12,615
+2,827
+29% +$366K 0.24% 95
2021
Q2 		$1.22M Buy
9,788
+778
+9% +$97.7K 0.24% 92
2021
Q1 		$1.06M Sell
9,010
-9,403
-51% -$1.1M 0.23% 92
2020
Q4 		$2.16M Buy
18,413
+1,057
+6% +$116K 0.03% 370
2020
Q3 		$1.8M Sell
17,356
-1,274
-7% -$128K 0.03% 353
2020
Q2 		$1.71M Sell
18,630
-17,557
-49% -$1.68M 0.03% 339
2020
Q1 		$3.26M Buy
36,187
+1,441
+4% +$153K 0.1% 170
2019
Q4 		$3.94M Buy
34,746
+4,279
+14% +$470K 0.12% 148
2019
Q3 		$3.31M Buy
30,467
+22,827
+299% +$2.38M 0.13% 128
2019
Q2 		$744K Buy
7,640
+78
+1% +$7.12K 0.03% 309
2019
Q1 		$689K Buy
7,562
+1,503
+25% +$135K 0.04% 326
2018
Q4 		$552K Buy
6,059
+1,030
+20% +$96.3K 0.07% 291
2018
Q3 		$495K Sell
5,029
-4,338
-46% -$401K 0.03% 264
2018
Q2 		$802K Buy
9,367
+6,442
+220% +$538K 0.06% 184
2018
Q1 		$235K Buy
2,925
+84
+3% +$6.93K 0.02% 320
2017
Q4 		$229K Buy
+2,841
New +$228K 0.02% 332
2017
Q3 		– Sell
-2,347
Closed -$208K – 312
2017
Q2 		$208K Buy
+2,347
New +$198K 0.02% 390
2016
Q1 		– Sell
-9,743
Closed -$749K – 378
2015
Q4 		$749K Buy
+9,743
New +$733K 0.09% 342

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions's MDT Position: Q4 2023 in Review

Simplicity Solutions reduced its Medtronic (MDT) stake by 12% in Q4 2023, selling an estimated $595K and leaving 58,533 shares worth $4.82M. The position accounts for 0.13% of the portfolio, ranked #138.

Simplicity Solutions first reported a position in MDT in Q4 2015 and has held it in 27 quarters since. The position peaked at $6.01M in Q2 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Simplicity Solutions held 58,533 shares of Medtronic worth $4.82M as of Q4 2023.
  • Simplicity Solutions sold 7,801 Medtronic shares in Q4 2023, an estimated $595K.
  • Medtronic made up 0.13% of Simplicity Solutions's portfolio in Q4 2023, its #138 holding.
  • Simplicity Solutions first reported a position in Medtronic in Q4 2015 and has held it in 27 quarters since.
  • Simplicity Solutions's Medtronic position peaked at $6.01M in Q2 2023.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.