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Sun Life Financial’s Medtronic MDT Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-13,764
Closed -$1.11M – 58
2023
Q1 		$1.11M Buy
13,764
+1,090
+9% +$88.8K 0.08% 32
2022
Q4 		$991K Buy
12,674
+216
+2% +$17.5K 0.08% 30
2022
Q3 		$1.01M Sell
12,458
-2,440
-16% -$219K 0.08% 30
2022
Q2 		$1.34M Sell
14,898
-347
-2% -$35.2K 0.1% 30
2022
Q1 		$1.69M Sell
15,245
-509
-3% -$53.8K 0.08% 33
2021
Q4 		$1.63M Buy
15,754
+1,121
+8% +$130K 0.06% 36
2021
Q3 		$1.83M Buy
14,633
+3,434
+31% +$444K 0.1% 32
2021
Q2 		$1.39M Sell
11,199
-1,133
-9% -$142K 0.07% 32
2021
Q1 		$1.46M Sell
12,332
-146
-1% -$17.1K 0.13% 32
2020
Q4 		$1.46M Sell
12,478
-900
-7% -$99.1K 0.19% 30
2020
Q3 		$1.39M Sell
13,378
-1,343
-9% -$135K 0.22% 30
2020
Q2 		$1.35M Buy
14,721
+1,427
+11% +$137K 0.26% 28
2020
Q1 		$1.2M Buy
13,294
+194
+1% +$20.6K 0.3% 19
2019
Q4 		$1.49M Sell
13,100
-332
-2% -$36.4K 0.4% 18
2019
Q3 		$1.46M Sell
13,432
-1,735
-11% -$181K 0.37% 26
2019
Q2 		$1.47M Sell
15,167
-2,719
-15% -$248K 0.37% 21
2019
Q1 		$1.63M Sell
17,886
-1,967
-10% -$176K 0.36% 35
2018
Q4 		$1.81M Buy
19,853
+8
+0% +$748 0.38% 30
2018
Q3 		$1.95M Buy
19,845
+45
+0.2% +$4.16K 0.35% 40
2018
Q2 		$1.7M Buy
19,800
+17,992
+995% +$1.5M 0.24% 57
2018
Q1 		$22.6K Sell
1,808
-16,301
-90% -$1.34M 0.2% 66
2017
Q4 		$1.46M Sell
18,109
-5,759
-24% -$461K 0.15% 68
2017
Q3 		$1.85M Sell
23,868
-1,799
-7% -$149K 0.18% 49
2017
Q2 		$2.28M Buy
25,667
+25,607
+42,678% +$2.16M 0.24% 33
2017
Q1 		$740 Buy
+60
New +$4.69K ﹤0.01% 149

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sun Life Financial's MDT Position: Q2 2023 in Review

Sun Life Financial sold out of Medtronic (MDT) in Q2 2023, closing a stake of 13,764 shares — an estimated $1.11M sold.

Sun Life Financial first reported a position in MDT in Q1 2017 and held it in 25 quarters. The position peaked at $2.28M in Q2 2017. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

  • Sun Life Financial reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
  • Sun Life Financial sold 13,764 Medtronic shares in Q2 2023, an estimated $1.11M.
  • Sun Life Financial first reported a position in Medtronic in Q1 2017 and held it in 25 quarters.
  • Sun Life Financial's Medtronic position peaked at $2.28M in Q2 2017.
  • 2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.