Apex Capital Management’s Medtronic MDT Stock Holding History

Apex Capital 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
2016 Q1	$456K	Buy	6,077 +2,132	+54%	+$161K	0.01%	239
2015 Q4	$303K	Sell	3,945 -105	-3%	-$7.9K	0.01%	236
2015 Q3	$271K	Sell	4,050 -21	-0.5%	-$1.55K	0.01%	246
2015 Q2	$302K	Sell	4,071 -286	-7%	-$21.9K	0.01%	248
2015 Q1	$340K	Buy	+4,357	New	+$330K	0.01%	235
2014 Q3	–	Sell	-65,019	Closed	-$4.15M	–	262
2014 Q2	$4.15M	Sell	65,019 -7,649	-11%	-$465K	0.13%	124
2014 Q1	$4.47M	Buy	72,668 +1,128	+2%	+$65.7K	0.16%	110
2013 Q4	$4.11M	Sell	71,540 -5,649	-7%	-$320K	0.15%	107
2013 Q3	$4.11M	Sell	77,189 -21,916	-22%	-$1.18M	0.18%	97
2013 Q2	$5.1M	Buy	+99,105	New	+$4.9M	0.25%	96

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Apex Capital Management's MDT Position: Q1 2016 in Review

Apex Capital Management increased its Medtronic (MDT) stake by 54% in Q1 2016, buying an estimated $161K and bringing the position to 6,077 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #239.

Apex Capital Management first reported a position in MDT in Q2 2013 and has held it in 10 quarters since. The position peaked at $5.1M in Q2 2013. 1,240 funds tracked by Wall St. Rank hold MDT as of Q1 2016.

Apex Capital Management held 6,077 shares of Medtronic worth $456K as of Q1 2016.
Apex Capital Management bought 2,132 Medtronic shares in Q1 2016, an estimated $161K.
Medtronic made up 0.01% of Apex Capital Management's portfolio in Q1 2016, its #239 holding.
Apex Capital Management first reported a position in Medtronic in Q2 2013 and has held it in 10 quarters since.
Apex Capital Management's Medtronic position peaked at $5.1M in Q2 2013.
1,240 funds tracked by Wall St. Rank held Medtronic as of Q1 2016.

Based on Apex Capital Management's 13F filing for Q1 2016, filed 27 Apr 2016.