BG
MDT icon

Berry Group’s Medtronic MDT Stock Holding History

Berry Group’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
2020
Q4 		$267K Buy
2,278
+92
+4% +$10.1K 0.12% 105
2020
Q3 		$227K Hold
2,186
– – 0.12% 102
2020
Q2 		$200K Buy
+2,186
New +$210K 0.12% 101
2020
Q1 		– Sell
-2,182
Closed -$248K – 116
2019
Q4 		$248K Buy
+2,182
New +$239K 0.13% 107

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berry Group's MDT Position: Q4 2020 in Review

Berry Group increased its Medtronic (MDT) stake by 4.2% in Q4 2020, buying an estimated $10.1K and bringing the position to 2,278 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #105.

Berry Group first reported a position in MDT in Q4 2019 and has held it in 4 quarters since. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

  • Berry Group held 2,278 shares of Medtronic worth $267K as of Q4 2020.
  • Berry Group bought 92 Medtronic shares in Q4 2020, an estimated $10.1K.
  • Medtronic made up 0.12% of Berry Group's portfolio in Q4 2020, its #105 holding.
  • Berry Group first reported a position in Medtronic in Q4 2019 and has held it in 4 quarters since.
  • 1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.