AIM
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Avity Investment Management’s Medtronic MDT Stock Holding History

Avity Investment 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
2019
Q3 		– Sell
-2,625
Closed -$256K – 80
2019
Q2 		$256K Sell
2,625
-325
-11% -$29.7K 0.03% 67
2019
Q1 		$269K Sell
2,950
-50
-2% -$4.47K 0.03% 63
2018
Q4 		$273K Hold
3,000
– – 0.04% 58
2018
Q3 		$295K Buy
3,000
+350
+13% +$32.4K 0.04% 62
2018
Q2 		$227K Buy
+2,650
New +$221K 0.03% 70

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avity Investment Management's MDT Position: Q3 2019 in Review

Avity Investment Management sold out of Medtronic (MDT) in Q3 2019, closing a stake of 2,625 shares — an estimated $256K sold.

Avity Investment Management first reported a position in MDT in Q2 2018 and held it in 5 quarters. The position peaked at $295K in Q3 2018. 1,644 funds tracked by Wall St. Rank hold MDT as of Q3 2019.

  • Avity Investment Management reported no remaining Medtronic position as of Q3 2019 after selling out during the quarter.
  • Avity Investment Management sold 2,625 Medtronic shares in Q3 2019, an estimated $256K.
  • Avity Investment Management first reported a position in Medtronic in Q2 2018 and held it in 5 quarters.
  • Avity Investment Management's Medtronic position peaked at $295K in Q3 2018.
  • 1,644 funds tracked by Wall St. Rank held Medtronic as of Q3 2019.

Based on Avity Investment Management's 13F filing for Q3 2019, filed 10 Oct 2019.