Simplify Asset Management’s Medtronic MDT Stock Holding History

Simplify Asset 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
2024 Q1	–	Sell	-27,456	Closed	-$2.26M	–	134
2023 Q4	$2.26M	Sell	27,456 -2,010	-7%	-$153K	0.35%	39
2023 Q3	$2.31M	Sell	29,466 -18,053	-38%	-$1.51M	0.38%	45
2023 Q2	$4.19M	Buy	47,519 +22,796	+92%	+$1.96M	0.76%	16
2023 Q1	$1.99M	Buy	24,723 +17,391	+237%	+$1.42M	0.36%	38
2022 Q4	$570K	Buy	7,332 +588	+9%	+$47.7K	0.1%	47
2022 Q3	$545K	Buy	6,744 +2,100	+45%	+$189K	0.08%	49
2022 Q2	$417K	Sell	4,644 -4,172	-47%	-$423K	0.05%	49
2022 Q1	$978K	Buy	+8,816	New	+$931K	0.11%	38

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

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