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Abacus Planning Group’s Medtronic MDT Stock Holding History

Abacus Planning Group’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
2020
Q3 		– Sell
-4,119
Closed -$378K – 176
2020
Q2 		$378K Hold
4,119
– – 0.15% 94
2020
Q1 		$371K Buy
4,119
+450
+12% +$47.9K 0.18% 96
2019
Q4 		$416K Buy
3,669
+259
+8% +$28.4K 0.19% 97
2019
Q3 		$370K Buy
+3,410
New +$356K 0.18% 100

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Abacus Planning Group's MDT Position: Q3 2020 in Review

Abacus Planning Group sold out of Medtronic (MDT) in Q3 2020, closing a stake of 4,119 shares — an estimated $378K sold.

Abacus Planning Group first reported a position in MDT in Q3 2019 and held it in 4 quarters. The position peaked at $416K in Q4 2019. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Abacus Planning Group reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
  • Abacus Planning Group sold 4,119 Medtronic shares in Q3 2020, an estimated $378K.
  • Abacus Planning Group first reported a position in Medtronic in Q3 2019 and held it in 4 quarters.
  • Abacus Planning Group's Medtronic position peaked at $416K in Q4 2019.
  • 1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Abacus Planning Group's 13F filing for Q3 2020, filed 3 Nov 2020.