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Bowling Portfolio Management’s Medtronic MDT Stock Holding History

Bowling Portfolio 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
2020
Q3 		– Sell
-30,559
Closed -$2.8M – 450
2020
Q2 		$2.8M Sell
30,559
-559
-2% -$53.6K 0.6% 34
2020
Q1 		$2.81M Buy
+31,118
New +$3.31M 0.69% 24
2019
Q4 		– Sell
-5,952
Closed -$647K – 352
2019
Q3 		$647K Buy
+5,952
New +$621K 0.11% 257

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bowling Portfolio Management's MDT Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Medtronic (MDT) in Q3 2020, closing a stake of 30,559 shares — an estimated $2.8M sold.

Bowling Portfolio Management first reported a position in MDT in Q3 2019 and held it in 3 quarters. The position peaked at $2.81M in Q1 2020. 1,811 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Bowling Portfolio Management reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 30,559 Medtronic shares in Q3 2020, an estimated $2.8M.
  • Bowling Portfolio Management first reported a position in Medtronic in Q3 2019 and held it in 3 quarters.
  • Bowling Portfolio Management's Medtronic position peaked at $2.81M in Q1 2020.
  • 1,811 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.