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Beck Mack & Oliver’s Medtronic MDT Stock Holding History

Beck Mack & Oliver’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
2021
Q4 		– Sell
-2,093
Closed -$262K – 211
2021
Q3 		$262K Hold
2,093
– – 0.01% 183
2021
Q2 		$260K Hold
2,093
– – 0.01% 175
2021
Q1 		$247K Hold
2,093
– – 0.01% 168
2020
Q4 		$245K Hold
2,093
– – 0.01% 173
2020
Q3 		$218K Buy
+2,093
New +$210K 0.01% 178
2020
Q1 		– Sell
-2,093
Closed -$237K – 202
2019
Q4 		$237K Sell
2,093
-50
-2% -$5.49K 0.01% 186
2019
Q3 		$233K Hold
2,143
– – 0.01% 185
2019
Q2 		$209K Buy
+2,143
New +$196K 0.01% 203
2017
Q4 		– Sell
-2,729
Closed -$212K – 234
2017
Q3 		$212K Sell
2,729
-500
-15% -$41.5K 0.01% 219
2017
Q2 		$287K Hold
3,229
– – 0.01% 184
2017
Q1 		$260K Hold
3,229
– – 0.01% 191
2016
Q4 		$230K Hold
3,229
– – 0.01% 201
2016
Q3 		$279K Hold
3,229
– – 0.01% 192
2016
Q2 		$280K Hold
3,229
– – 0.01% 229
2016
Q1 		$242K Hold
3,229
– – 0.01% 238
2015
Q4 		$248K Sell
3,229
-3,724
-54% -$280K 0.01% 247
2015
Q3 		$465K Sell
6,953
-8,092
-54% -$596K 0.01% 222
2015
Q2 		$1.11M Sell
15,045
-750
-5% -$57.3K 0.03% 163
2015
Q1 		$1.23M Buy
15,795
+3,272
+26% +$248K 0.03% 161
2014
Q4 		$904K Hold
12,523
– – 0.02% 186
2014
Q3 		$776K Sell
12,523
-50
-0.4% -$3.18K 0.02% 205
2014
Q2 		$802K Sell
12,573
-32
-0.3% -$1.94K 0.02% 199
2014
Q1 		$775K Sell
12,605
-6,529
-34% -$380K 0.02% 203
2013
Q4 		$1.1M Buy
19,134
+5,529
+41% +$314K 0.03% 174
2013
Q3 		$725K Sell
13,605
-400
-3% -$21.5K 0.02% 202
2013
Q2 		$721K Buy
+14,005
New +$692K 0.02% 206

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Beck Mack & Oliver's MDT Position: Q4 2021 in Review

Beck Mack & Oliver sold out of Medtronic (MDT) in Q4 2021, closing a stake of 2,093 shares — an estimated $262K sold.

Beck Mack & Oliver first reported a position in MDT in Q2 2013 and held it in 26 quarters. The position peaked at $1.23M in Q1 2015. 2,059 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Beck Mack & Oliver reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Beck Mack & Oliver sold 2,093 Medtronic shares in Q4 2021, an estimated $262K.
  • Beck Mack & Oliver first reported a position in Medtronic in Q2 2013 and held it in 26 quarters.
  • Beck Mack & Oliver's Medtronic position peaked at $1.23M in Q1 2015.
  • 2,059 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Beck Mack & Oliver's 13F filing for Q4 2021, filed 28 Jan 2022.