UBS O'Connor’s Medtronic MDT Stock Holding History

UBS O'Connor’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 Q4	–	Sell	-25,000	Closed	-$25.6K	–	516
2024 Q3	$25.6K	Buy	+25,000	New	+$2.1M	﹤0.01%	438

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

UBS O'Connor's MDT Position: Q2 2024 in Review

UBS O'Connor sold out of Medtronic (MDT) in Q2 2024, closing a stake of 16,702 shares — an estimated $1.46M sold.

UBS O'Connor first reported a position in MDT in Q1 2023 and held it in 5 quarters. The position peaked at $4.69M in Q3 2023. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2024.

UBS O'Connor reported no remaining Medtronic position as of Q2 2024 after selling out during the quarter.
UBS O'Connor sold 16,702 Medtronic shares in Q2 2024, an estimated $1.46M.
UBS O'Connor first reported a position in Medtronic in Q1 2023 and held it in 5 quarters.
UBS O'Connor's Medtronic position peaked at $4.69M in Q3 2023.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2024.

Based on UBS O'Connor's 13F filing for Q2 2024, filed 14 Aug 2024.