Aperio Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $88.7M | Buy |
757,491
+20,424
| +3% | +$2.25M | 0.26% | 61 |
|
|
2020
Q3 | $76.6M | Buy |
737,067
+22,539
| +3% | +$2.26M | 0.26% | 65 |
|
|
2020
Q2 | $65.5M | Sell |
714,528
-977
| -0.1% | -$93.7K | 0.24% | 75 |
|
|
2020
Q1 | $64.5M | Sell |
715,505
-95,878
| -12% | -$10.2M | 0.29% | 63 |
|
|
2019
Q4 | $92.1M | Buy |
811,383
+74,977
| +10% | +$8.23M | 0.33% | 52 |
|
|
2019
Q3 | $80M | Buy |
736,406
+112,869
| +18% | +$11.8M | 0.32% | 51 |
|
|
2019
Q2 | $60.7M | Buy |
623,537
+21,390
| +4% | +$1.95M | 0.25% | 74 |
|
|
2019
Q1 | $54.8M | Buy |
602,147
+14,994
| +3% | +$1.34M | 0.24% | 80 |
|
|
2018
Q4 | $53.4M | Buy |
587,153
+53,937
| +10% | +$5.04M | 0.27% | 70 |
|
|
2018
Q3 | $52.5M | Buy |
533,216
+37,530
| +8% | +$3.47M | 0.23% | 90 |
|
|
2018
Q2 | $42.4M | Sell |
495,686
-22,775
| -4% | -$1.9M | 0.2% | 110 |
|
|
2018
Q1 | $41.6M | Sell |
518,461
-44,552
| -8% | -$3.67M | 0.21% | 103 |
|
|
2017
Q4 | $45.5M | Buy |
563,013
+141,569
| +34% | +$11.3M | 0.23% | 95 |
|
|
2017
Q3 | $32.8M | Buy |
421,444
+2,989
| +0.7% | +$248K | 0.19% | 122 |
|
|
2017
Q2 | $37.1M | Buy |
418,455
+72,779
| +21% | +$6.14M | 0.23% | 94 |
|
|
2017
Q1 | $27.8M | Buy |
345,676
+12,594
| +4% | +$984K | 0.19% | 118 |
|
|
2016
Q4 | $23.7M | Sell |
333,082
-190,184
| -36% | -$14.9M | 0.18% | 121 |
|
|
2016
Q3 | $45.2M | Buy |
523,266
+44,435
| +9% | +$3.87M | 0.33% | 64 |
|
|
2016
Q2 | $41.5M | Buy |
478,831
+44,538
| +10% | +$3.6M | 0.32% | 63 |
|
|
2016
Q1 | $32.6M | Buy |
434,293
+93,216
| +27% | +$7.02M | 0.28% | 75 |
|
|
2015
Q4 | $26.2M | Buy |
341,077
+69,793
| +26% | +$5.25M | 0.24% | 97 |
|
|
2015
Q3 | $18.2M | Sell |
271,284
-106,502
| -28% | -$7.84M | 0.18% | 133 |
|
|
2015
Q2 | $28M | Sell |
377,786
-101,407
| -21% | -$7.75M | 0.29% | 75 |
|
|
2015
Q1 | $37.4M | Buy |
479,193
+120,141
| +33% | +$9.11M | 0.42% | 42 |
|
|
2014
Q4 | $25.9M | Buy |
359,052
+13,381
| +4% | +$930K | 0.32% | 64 |
|
|
2014
Q3 | $21.4M | Buy |
345,671
+17,948
| +5% | +$1.14M | 0.29% | 71 |
|
|
2014
Q2 | $20.9M | Buy |
327,723
+48,929
| +18% | +$2.97M | 0.3% | 67 |
|
|
2014
Q1 | $17.2M | Buy |
+278,794
| New | +$16.2M | 0.24% | 77 |
|
|
2013
Q4 | – | Sell |
-228,357
| Closed | -$12.9M | – | 82 |
|
|
2013
Q3 | $12.2M | Buy |
228,357
+29,749
| +15% | +$1.6M | 0.23% | 87 |
|
|
2013
Q2 | $10.2M | Buy |
+198,608
| New | +$9.82M | 0.24% | 81 |
|
Other funds holding MDT
Aperio Group's MDT Position: Q4 2020 in Review
Aperio Group increased its Medtronic (MDT) stake by 2.8% in Q4 2020, buying an estimated $2.25M and bringing the position to 757,491 shares worth $88.7M. The position accounts for 0.26% of the portfolio, ranked #61.
Aperio Group first reported a position in MDT in Q2 2013 and has held it in 30 quarters since. The position peaked at $92.1M in Q4 2019. 1,958 funds tracked by Wall St. Rank hold MDT as of Q4 2020.
- Aperio Group held 757,491 shares of Medtronic worth $88.7M as of Q4 2020.
- Aperio Group bought 20,424 Medtronic shares in Q4 2020, an estimated $2.25M.
- Medtronic made up 0.26% of Aperio Group's portfolio in Q4 2020, its #61 holding.
- Aperio Group first reported a position in Medtronic in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Medtronic position peaked at $92.1M in Q4 2019.
- 1,958 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.