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Advantage Investment Management’s Medtronic MDT Stock Holding History

Advantage 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
2019
Q3 		$225K Sell
2,069
-146
-7% -$15.2K 0.18% 135
2019
Q2 		$216K Sell
2,215
-312
-12% -$28.5K 0.17% 138
2019
Q1 		$230K Buy
2,527
+66
+3% +$5.91K 0.18% 133
2018
Q4 		$224K Buy
2,461
+490
+25% +$45.8K 0.17% 102
2018
Q3 		$194K Sell
1,971
-291
-13% -$26.9K 0.13% 133
2018
Q2 		$194K Sell
2,262
-12,023
-84% -$1M 0.14% 132
2018
Q1 		$1.15M Buy
14,285
+12,818
+874% +$1.06M 0.44% 48
2017
Q4 		$118K Sell
1,467
-1,219
-45% -$97.6K 0.04% 239
2017
Q3 		$209K Buy
2,686
+1,369
+104% +$114K 0.07% 164
2017
Q2 		$117K Buy
1,317
+111
+9% +$9.36K 0.04% 212
2017
Q1 		$97K Buy
1,206
+20
+2% +$1.56K 0.04% 231
2016
Q4 		$84K Buy
1,186
+469
+65% +$36.8K 0.03% 245
2016
Q3 		$62K Sell
717
-460
-39% -$40.1K 0.02% 289
2016
Q2 		$102K Buy
1,177
+26
+2% +$2.1K 0.05% 223
2016
Q1 		$86K Hold
1,151
– – 0.04% 248
2015
Q4 		$89K Hold
1,151
– – 0.05% 250
2015
Q3 		$77K Sell
1,151
-1,349
-54% -$99.4K 0.04% 257
2015
Q2 		$185K Buy
2,500
+19
+0.8% +$1.45K 0.09% 147
2015
Q1 		$193K Buy
+2,481
New +$188K 0.11% 144

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advantage Investment Management's MDT Position: Q3 2019 in Review

Advantage Investment Management reduced its Medtronic (MDT) stake by 6.6% in Q3 2019, selling an estimated $15.2K and leaving 2,069 shares worth $225K. The position accounts for 0.18% of the portfolio, ranked #135.

Advantage Investment Management first reported a position in MDT in Q1 2015 and has held it in 19 quarters since. The position peaked at $1.15M in Q1 2018. 1,644 funds tracked by Wall St. Rank hold MDT as of Q3 2019.

  • Advantage Investment Management held 2,069 shares of Medtronic worth $225K as of Q3 2019.
  • Advantage Investment Management sold 146 Medtronic shares in Q3 2019, an estimated $15.2K.
  • Medtronic made up 0.18% of Advantage Investment Management's portfolio in Q3 2019, its #135 holding.
  • Advantage Investment Management first reported a position in Medtronic in Q1 2015 and has held it in 19 quarters since.
  • Advantage Investment Management's Medtronic position peaked at $1.15M in Q1 2018.
  • 1,644 funds tracked by Wall St. Rank held Medtronic as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.