Sio Capital Management’s Medtronic MDT Stock Holding History

Sio 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
2015 Q3	–	Sell	-30,000	Closed	-$2.22M	–	43
2015 Q2	$2.22M	Buy	+30,000	New	+$2.29M	1.1%	28

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

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

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

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

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

Sio Capital Management's MDT Position: Q2 2024 in Review

Sio Capital Management sold out of Medtronic (MDT) in Q2 2024, closing a stake of 105,000 shares — an estimated $9.15M sold.

Sio Capital Management first reported a position in MDT in Q2 2015 and held it in 19 quarters. The position peaked at $16.7M in Q4 2019. 2,024 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

Sio Capital Management reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
Sio Capital Management sold 105,000 Medtronic shares in Q2 2024, an estimated $9.15M.
Sio Capital Management first reported a position in Medtronic in Q2 2015 and held it in 19 quarters.
Sio Capital Management's Medtronic position peaked at $16.7M in Q4 2019.
2,024 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Sio Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.