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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 – 127
2023
Q4 		$2.26M Sell
27,456
-2,010
-7% -$153K 0.2% 39
2023
Q3 		$2.31M Sell
29,466
-18,053
-38% -$1.51M 0.26% 45
2023
Q2 		$4.19M Buy
47,519
+22,796
+92% +$1.96M 0.55% 16
2023
Q1 		$1.99M Buy
24,723
+17,391
+237% +$1.42M 0.29% 38
2022
Q4 		$570K Buy
7,332
+588
+9% +$47.7K 0.09% 47
2022
Q3 		$545K Buy
6,744
+2,100
+45% +$189K 0.06% 49
2022
Q2 		$417K Sell
4,644
-4,172
-47% -$423K 0.02% 49
2022
Q1 		$978K Buy
+8,816
New +$931K 0.03% 38

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Simplify Asset Management's MDT Position: Q1 2024 in Review

Simplify Asset Management sold out of Medtronic (MDT) in Q1 2024, closing a stake of 27,456 shares — an estimated $2.26M sold.

Simplify Asset Management first reported a position in MDT in Q1 2022 and held it in 8 quarters. The position peaked at $4.19M in Q2 2023. 2,081 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Simplify Asset Management reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Simplify Asset Management sold 27,456 Medtronic shares in Q1 2024, an estimated $2.26M.
  • Simplify Asset Management first reported a position in Medtronic in Q1 2022 and held it in 8 quarters.
  • Simplify Asset Management's Medtronic position peaked at $4.19M in Q2 2023.
  • 2,081 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Simplify Asset Management's 13F filing for Q1 2024, filed 13 May 2024.