Sustainable Insight Capital Management’s Medtronic MDT Stock Holding History

Sustainable Insight 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
2023 Q2	–	Sell	-3,441	Closed	-$277K	–	78
2023 Q1	$277K	Buy	3,441 +700	+26%	+$57.1K	0.28%	67
2022 Q4	$213K	Buy	+2,741	New	+$222K	0.24%	95
2022 Q3	–	Sell	-2,400	Closed	-$218K	–	120
2022 Q2	$218K	Buy	2,400 +100	+4%	+$10.1K	0.22%	108
2022 Q1	$255K	Buy	2,300 +201	+10%	+$21.2K	0.18%	92
2021 Q4	$217K	Buy	+2,099	New	+$243K	0.12%	111
2021 Q3	–	Sell	-3,032	Closed	-$376K	–	125
2021 Q2	$376K	Buy	+3,032	New	+$381K	0.22%	78
2020 Q1	–	Sell	-15,045	Closed	-$1.71M	–	74
2019 Q4	$1.71M	Buy	+15,045	New	+$1.65M	1.76%	31
2019 Q1	–	Sell	-10,600	Closed	-$964K	–	95
2018 Q4	$964K	Buy	+10,600	New	+$991K	1.25%	23

Other funds holding MDT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sustainable Insight Capital Management's MDT Position: Q2 2023 in Review

Sustainable Insight Capital Management sold out of Medtronic (MDT) in Q2 2023, closing a stake of 3,441 shares — an estimated $277K sold.

Sustainable Insight Capital Management first reported a position in MDT in Q4 2018 and held it in 8 quarters. The position peaked at $1.71M in Q4 2019. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

Sustainable Insight Capital Management reported no remaining Medtronic position as of Q2 2023 after selling out during the quarter.
Sustainable Insight Capital Management sold 3,441 Medtronic shares in Q2 2023, an estimated $277K.
Sustainable Insight Capital Management first reported a position in Medtronic in Q4 2018 and held it in 8 quarters.
Sustainable Insight Capital Management's Medtronic position peaked at $1.71M in Q4 2019.
2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.