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Bogle Investment Management’s Medtronic MDT Stock Holding History

Bogle Investment 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
2019
Q1 		– Sell
-136,927
Closed -$12.5M – 345
2018
Q4 		$12.5M Sell
136,927
-1,582
-1% -$148K 0.97% 24
2018
Q3 		$13.6M Buy
+138,509
New +$12.8M 0.98% 38

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bogle Investment Management's MDT Position: Q1 2019 in Review

Bogle Investment Management sold out of Medtronic (MDT) in Q1 2019, closing a stake of 136,927 shares — an estimated $12.5M sold.

Bogle Investment Management first reported a position in MDT in Q3 2018 and held it in 2 quarters. The position peaked at $13.6M in Q3 2018. 1,602 funds tracked by Wall St. Rank hold MDT as of Q1 2019.

  • Bogle Investment Management reported no remaining Medtronic position as of Q1 2019 after selling out during the quarter.
  • Bogle Investment Management sold 136,927 Medtronic shares in Q1 2019, an estimated $12.5M.
  • Bogle Investment Management first reported a position in Medtronic in Q3 2018 and held it in 2 quarters.
  • Bogle Investment Management's Medtronic position peaked at $13.6M in Q3 2018.
  • 1,602 funds tracked by Wall St. Rank held Medtronic as of Q1 2019.

Based on Bogle Investment Management's 13F filing for Q1 2019, filed 13 May 2019.