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Bedlam Asset Management’s Medtronic MDT Stock Holding History

Bedlam Asset 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
2013
Q4 		– Sell
-231,761
Closed -$12.3M – 7
2013
Q3 		$12.3M Buy
231,761
+5,068
+2% +$273K 9.8% 3
2013
Q2 		$11.7M Buy
+226,693
New +$11.2M 8.73% 4

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bedlam Asset Management's MDT Position: Q4 2013 in Review

Bedlam Asset Management sold out of Medtronic (MDT) in Q4 2013, closing a stake of 231,761 shares — an estimated $12.3M sold.

Bedlam Asset Management first reported a position in MDT in Q2 2013 and held it in 2 quarters. The position peaked at $12.3M in Q3 2013. 1,067 funds tracked by Wall St. Rank hold MDT as of Q4 2013.

  • Bedlam Asset Management reported no remaining Medtronic position as of Q4 2013 after selling out during the quarter.
  • Bedlam Asset Management sold 231,761 Medtronic shares in Q4 2013, an estimated $12.3M.
  • Bedlam Asset Management first reported a position in Medtronic in Q2 2013 and held it in 2 quarters.
  • Bedlam Asset Management's Medtronic position peaked at $12.3M in Q3 2013.
  • 1,067 funds tracked by Wall St. Rank held Medtronic as of Q4 2013.

Based on Bedlam Asset Management's 13F filing for Q4 2013.