SGA
MDT icon

Sustainable Growth Advisers’s Medtronic MDT Stock Holding History

Sustainable Growth Advisers’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
Q2 		– Sell
-2,216,000
Closed -$193M – 55
2024
Q1 		$193M Buy
2,216,000
+72,522
+3% +$6.19M 0.81% 38
2023
Q4 		$177M Sell
2,143,478
-157,959
-7% -$12M 0.8% 37
2023
Q3 		$180M Buy
2,301,437
+26,310
+1% +$2.2M 0.92% 37
2023
Q2 		$200M Buy
2,275,127
+778,986
+52% +$67.1M 0.95% 39
2023
Q1 		$121M Buy
1,496,141
+12,103
+0.8% +$986K 0.7% 38
2022
Q4 		$115M Buy
1,484,038
+34,009
+2% +$2.76M 0.75% 36
2022
Q3 		$117M Buy
1,450,029
+143,334
+11% +$12.9M 0.88% 35
2022
Q2 		$117M Sell
1,306,695
-401,311
-23% -$40.7M 0.84% 34
2022
Q1 		$190M Buy
1,708,006
+5,926
+0.3% +$626K 1.05% 34
2021
Q4 		$176M Sell
1,702,080
-272,994
-14% -$31.6M 0.9% 34
2021
Q3 		$248M Buy
1,975,074
+1,930,163
+4,298% +$250M 1.25% 31
2021
Q2 		$5.58M Buy
44,911
+8,461
+23% +$1.06M 0.03% 47
2021
Q1 		$4.31M Hold
36,450
– – 0.02% 45
2020
Q4 		$4.27M Buy
+36,450
New +$4.01M 0.03% 47

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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

Sustainable Growth Advisers's MDT Position: Q2 2024 in Review

Sustainable Growth Advisers sold out of Medtronic (MDT) in Q2 2024, closing a stake of 2,216,000 shares — an estimated $193M sold.

Sustainable Growth Advisers first reported a position in MDT in Q4 2020 and held it in 14 quarters. The position peaked at $248M in Q3 2021. 2,029 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

  • Sustainable Growth Advisers reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
  • Sustainable Growth Advisers sold 2,216,000 Medtronic shares in Q2 2024, an estimated $193M.
  • Sustainable Growth Advisers first reported a position in Medtronic in Q4 2020 and held it in 14 quarters.
  • Sustainable Growth Advisers's Medtronic position peaked at $248M in Q3 2021.
  • 2,029 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on Sustainable Growth Advisers's 13F filing for Q2 2024, filed 8 Aug 2024.