Advisor Group’s Medtronic MDT Stock Holding History

Advisor 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
2019 Q3	–	Sell	-20	Closed	-$3K	–	5360
2019 Q2	$3K	Buy	+20	New	+$1.83K	﹤0.01%	4870

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor Group's MDT Position: Q4 2019 in Review

Advisor Group reduced its Medtronic (MDT) stake by 2.1% in Q4 2019, selling an estimated $396K and leaving 169,438 shares worth $19.2M. The position accounts for 0.13% of the portfolio, ranked #145.

Advisor Group first reported a position in MDT in Q2 2016 and has held it in 15 quarters since. 1,820 funds tracked by Wall St. Rank hold MDT as of Q4 2019.

Advisor Group held 169,438 shares of Medtronic worth $19.2M as of Q4 2019.
Advisor Group sold 3,612 Medtronic shares in Q4 2019, an estimated $396K.
Medtronic made up 0.13% of Advisor Group's portfolio in Q4 2019, its #145 holding.
Advisor Group first reported a position in Medtronic in Q2 2016 and has held it in 15 quarters since.
1,820 funds tracked by Wall St. Rank held Medtronic as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.