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Boston Advisors’s Medtronic MDT Stock Holding History

Boston 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
2019
Q3 		– Sell
-8,315
Closed -$810K – 616
2019
Q2 		$810K Buy
+8,315
New +$759K 0.04% 407
2017
Q3 		– Sell
-2,449
Closed -$217K – 658
2017
Q2 		$217K Buy
+2,449
New +$207K 0.01% 620
2016
Q4 		– Sell
-4,306
Closed -$372K – 656
2016
Q3 		$372K Sell
4,306
-146
-3% -$12.7K 0.01% 569
2016
Q2 		$386K Buy
4,452
+154
+4% +$12.5K 0.01% 540
2016
Q1 		$322K Sell
4,298
-9
-0.2% -$678 0.01% 564
2015
Q4 		$331K Buy
4,307
+416
+11% +$31.3K 0.01% 555
2015
Q3 		$260K Sell
3,891
-2,386
-38% -$176K 0.01% 693
2015
Q2 		$465K Sell
6,277
-9,697
-61% -$741K 0.02% 491
2015
Q1 		$1.25M Buy
15,974
+8,948
+127% +$678K 0.05% 263
2014
Q4 		$507K Sell
7,026
-75
-1% -$5.21K 0.02% 337
2014
Q3 		$440K Buy
7,101
+600
+9% +$38.1K 0.02% 362
2014
Q2 		$415K Sell
6,501
-224
-3% -$13.6K 0.02% 390
2014
Q1 		$414K Sell
6,725
-100
-1% -$5.83K 0.02% 374
2013
Q4 		$392K Buy
+6,825
New +$387K 0.02% 386

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

Boston Advisors's MDT Position: Q3 2019 in Review

Boston Advisors sold out of Medtronic (MDT) in Q3 2019, closing a stake of 8,315 shares — an estimated $810K sold.

Boston Advisors first reported a position in MDT in Q4 2013 and held it in 14 quarters. The position peaked at $1.25M in Q1 2015. 1,644 funds tracked by Wall St. Rank hold MDT as of Q3 2019.

  • Boston Advisors reported no remaining Medtronic position as of Q3 2019 after selling out during the quarter.
  • Boston Advisors sold 8,315 Medtronic shares in Q3 2019, an estimated $810K.
  • Boston Advisors first reported a position in Medtronic in Q4 2013 and held it in 14 quarters.
  • Boston Advisors's Medtronic position peaked at $1.25M in Q1 2015.
  • 1,644 funds tracked by Wall St. Rank held Medtronic as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.