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AlphaOne Investment Services’s Medtronic MDT Stock Holding History

AlphaOne Investment Services’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
2018
Q2 		– Sell
-3,964
Closed -$318K – 362
2018
Q1 		$318K Buy
3,964
+2,856
+258% +$236K 0.09% 111
2017
Q4 		$89K Sell
1,108
-235
-17% -$18.8K 0.03% 164
2017
Q3 		$104K Buy
+1,343
New +$112K 0.03% 142

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AlphaOne Investment Services's MDT Position: Q2 2018 in Review

AlphaOne Investment Services sold out of Medtronic (MDT) in Q2 2018, closing a stake of 3,964 shares — an estimated $318K sold.

AlphaOne Investment Services first reported a position in MDT in Q3 2017 and held it in 3 quarters. The position peaked at $318K in Q1 2018. 1,409 funds tracked by Wall St. Rank hold MDT as of Q2 2018.

  • AlphaOne Investment Services reported no remaining Medtronic position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 3,964 Medtronic shares in Q2 2018, an estimated $318K.
  • AlphaOne Investment Services first reported a position in Medtronic in Q3 2017 and held it in 3 quarters.
  • AlphaOne Investment Services's Medtronic position peaked at $318K in Q1 2018.
  • 1,409 funds tracked by Wall St. Rank held Medtronic as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.