BCA
MDT icon

Benchmark Capital Advisors’s Medtronic MDT Stock Holding History

Benchmark Capital Advisors’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
Q4 		$1.04M Sell
11,425
-200
-2% -$18.7K 1.03% 30
2018
Q3 		$1.14M Sell
11,625
-300
-3% -$27.7K 0.86% 35
2018
Q2 		$1.02M Hold
11,925
– – 0.77% 47
2018
Q1 		$957K Hold
11,925
– – 0.76% 46
2017
Q4 		$963K Buy
+11,925
New +$955K 0.75% 42

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Benchmark Capital Advisors's MDT Position: Q4 2018 in Review

Benchmark Capital Advisors reduced its Medtronic (MDT) stake by 1.7% in Q4 2018, selling an estimated $18.7K and leaving 11,425 shares worth $1.04M. The position accounts for 1.03% of the portfolio, ranked #30.

Benchmark Capital Advisors first reported a position in MDT in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.14M in Q3 2018. 1,564 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

  • Benchmark Capital Advisors held 11,425 shares of Medtronic worth $1.04M as of Q4 2018.
  • Benchmark Capital Advisors sold 200 Medtronic shares in Q4 2018, an estimated $18.7K.
  • Medtronic made up 1.03% of Benchmark Capital Advisors's portfolio in Q4 2018, its #30 holding.
  • Benchmark Capital Advisors first reported a position in Medtronic in Q4 2017 and has held it in 5 quarters since.
  • Benchmark Capital Advisors's Medtronic position peaked at $1.14M in Q3 2018.
  • 1,564 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.