Barbara Oil Co’s Medtronic MDT Stock Holding History

Barbara Oil Co’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 Q1	–	Sell	-22,000	Closed	-$1.78M	–	86
2017 Q4	$1.78M	Hold	22,000	–	–	1.13%	26
2017 Q3	$1.71M	Hold	22,000	–	–	1.18%	23
2017 Q2	$1.95M	Hold	22,000	–	–	1.41%	22
2017 Q1	$1.77M	Hold	22,000	–	–	1.31%	22
2016 Q4	$1.57M	Hold	22,000	–	–	1.22%	25
2016 Q3	$1.9M	Hold	22,000	–	–	1.52%	21
2016 Q2	$1.91M	Hold	22,000	–	–	1.54%	19
2016 Q1	$1.65M	Hold	22,000	–	–	1.39%	21
2015 Q4	$1.69M	Hold	22,000	–	–	1.43%	20
2015 Q3	$1.47M	Hold	22,000	–	–	1.31%	22
2015 Q2	$1.63M	Hold	22,000	–	–	1.36%	22
2015 Q1	$1.72M	Hold	22,000	–	–	1.41%	22
2014 Q4	$1.59M	Hold	22,000	–	–	1.29%	24
2014 Q3	$1.36M	Hold	22,000	–	–	1.15%	26
2014 Q2	$1.4M	Hold	22,000	–	–	1.19%	25
2014 Q1	$1.35M	Hold	22,000	–	–	1.2%	25
2013 Q4	$1.26M	Buy	+22,000	New	+$1.25M	1.1%	28

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Barbara Oil Co's MDT Position: Q1 2018 in Review

Barbara Oil Co sold out of Medtronic (MDT) in Q1 2018, closing a stake of 22,000 shares — an estimated $1.78M sold.

Barbara Oil Co first reported a position in MDT in Q4 2013 and held it in 17 quarters. The position peaked at $1.95M in Q2 2017. 1,381 funds tracked by Wall St. Rank hold MDT as of Q1 2018.

Barbara Oil Co reported no remaining Medtronic position as of Q1 2018 after selling out during the quarter.
Barbara Oil Co sold 22,000 Medtronic shares in Q1 2018, an estimated $1.78M.
Barbara Oil Co first reported a position in Medtronic in Q4 2013 and held it in 17 quarters.
Barbara Oil Co's Medtronic position peaked at $1.95M in Q2 2017.
1,381 funds tracked by Wall St. Rank held Medtronic as of Q1 2018.

Based on Barbara Oil Co's 13F filing for Q1 2018, filed 11 May 2018.