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ARS Investment Partners’s Medtronic MDT Stock Holding History

ARS Investment Partners’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
2017
Q3 		– Sell
-93,745
Closed -$8.32M – 154
2017
Q2 		$8.32M Buy
93,745
+6,557
+8% +$553K 1.15% 30
2017
Q1 		$7.02M Buy
87,188
+1,091
+1% +$85.2K 1.02% 29
2016
Q4 		$6.13M Buy
+86,097
New +$6.76M 0.94% 35

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

ARS Investment Partners's MDT Position: Q3 2017 in Review

ARS Investment Partners sold out of Medtronic (MDT) in Q3 2017, closing a stake of 93,745 shares — an estimated $8.32M sold.

ARS Investment Partners first reported a position in MDT in Q4 2016 and held it in 3 quarters. The position peaked at $8.32M in Q2 2017. 1,290 funds tracked by Wall St. Rank hold MDT as of Q3 2017.

  • ARS Investment Partners reported no remaining Medtronic position as of Q3 2017 after selling out during the quarter.
  • ARS Investment Partners sold 93,745 Medtronic shares in Q3 2017, an estimated $8.32M.
  • ARS Investment Partners first reported a position in Medtronic in Q4 2016 and held it in 3 quarters.
  • ARS Investment Partners's Medtronic position peaked at $8.32M in Q2 2017.
  • 1,290 funds tracked by Wall St. Rank held Medtronic as of Q3 2017.

Based on ARS Investment Partners's 13F filing for Q3 2017, filed 14 Nov 2017.