Waverton Investment Management’s Medtronic MDT Stock Holding History

Waverton Investment 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
2022 Q4	–	Sell	-91,240	Closed	-$7.37M	–	80
2022 Q3	$7.37M	Buy	91,240 +7,142	+8%	+$642K	0.3%	48
2022 Q2	$7.55M	Buy	84,098 +9,474	+13%	+$960K	0.29%	48
2022 Q1	$8.28M	Buy	74,624 +12,627	+20%	+$1.33M	0.28%	50
2021 Q4	$6.41M	Buy	+61,997	New	+$7.18M	0.2%	51
2020 Q2	–	Sell	-41,992	Closed	-$3.79M	–	52
2020 Q1	$3.79M	Sell	41,992 -500	-1%	-$53.2K	0.25%	33
2019 Q4	$4.82M	Sell	42,492 -7,289	-15%	-$800K	0.25%	32
2019 Q3	$5.41M	Buy	+49,781	New	+$5.19M	0.28%	32

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Waverton Investment Management's MDT Position: Q4 2022 in Review

Waverton Investment Management sold out of Medtronic (MDT) in Q4 2022, closing a stake of 91,240 shares — an estimated $7.37M sold.

Waverton Investment Management first reported a position in MDT in Q3 2019 and held it in 7 quarters. The position peaked at $8.28M in Q1 2022. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Waverton Investment Management reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Waverton Investment Management sold 91,240 Medtronic shares in Q4 2022, an estimated $7.37M.
Waverton Investment Management first reported a position in Medtronic in Q3 2019 and held it in 7 quarters.
Waverton Investment Management's Medtronic position peaked at $8.28M in Q1 2022.
1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Waverton Investment Management's 13F filing for Q4 2022, filed 2 Feb 2023.