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Alpha Windward’s Medtronic MDT Stock Holding History

Alpha Windward’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
Q4 		– Sell
-2,264
Closed -$235K – 206
2020
Q3 		$235K Buy
+2,264
New +$227K 0.17% 234
2015
Q2 		– Sell
-3,328
Closed -$260K – 449
2015
Q1 		$260K Sell
3,328
-49
-1% -$3.71K 0.17% 203
2014
Q4 		$244K Buy
3,377
+59
+2% +$4.1K 0.16% 219
2014
Q3 		$206K Sell
3,318
-223
-6% -$14.2K 0.14% 222
2014
Q2 		$226K Sell
3,541
-39
-1% -$2.37K 0.15% 215
2014
Q1 		$220K Sell
3,580
-336
-9% -$19.6K 0.15% 214
2013
Q4 		$225K Sell
3,916
-91
-2% -$5.16K 0.16% 215
2013
Q3 		$213K Buy
4,007
+36
+0.9% +$1.94K 0.16% 206
2013
Q2 		$204K Buy
+3,971
New +$196K 0.16% 208

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alpha Windward's MDT Position: Q4 2020 in Review

Alpha Windward sold out of Medtronic (MDT) in Q4 2020, closing a stake of 2,264 shares — an estimated $235K sold.

Alpha Windward first reported a position in MDT in Q2 2013 and held it in 9 quarters. The position peaked at $260K in Q1 2015. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

  • Alpha Windward reported no remaining Medtronic position as of Q4 2020 after selling out during the quarter.
  • Alpha Windward sold 2,264 Medtronic shares in Q4 2020, an estimated $235K.
  • Alpha Windward first reported a position in Medtronic in Q2 2013 and held it in 9 quarters.
  • Alpha Windward's Medtronic position peaked at $260K in Q1 2015.
  • 1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.