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MDT icon

Brightworth’s Medtronic MDT Stock Holding History

Brightworth’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
-4,697
Closed -$427K – 97
2018
Q4 		$427K Buy
4,697
+2,362
+101% +$221K 0.1% 63
2018
Q3 		$230K Buy
+2,335
New +$216K 0.05% 87
2018
Q1 		– Sell
-2,701
Closed -$218K – 132
2017
Q4 		$218K Hold
2,701
– – 0.05% 112
2017
Q3 		$210K Buy
+2,701
New +$224K 0.05% 119

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

Brightworth's MDT Position: Q1 2019 in Review

Brightworth sold out of Medtronic (MDT) in Q1 2019, closing a stake of 4,697 shares — an estimated $427K sold.

Brightworth first reported a position in MDT in Q3 2017 and held it in 4 quarters. The position peaked at $427K in Q4 2018. 1,602 funds tracked by Wall St. Rank hold MDT as of Q1 2019.

  • Brightworth reported no remaining Medtronic position as of Q1 2019 after selling out during the quarter.
  • Brightworth sold 4,697 Medtronic shares in Q1 2019, an estimated $427K.
  • Brightworth first reported a position in Medtronic in Q3 2017 and held it in 4 quarters.
  • Brightworth's Medtronic position peaked at $427K in Q4 2018.
  • 1,602 funds tracked by Wall St. Rank held Medtronic as of Q1 2019.

Based on Brightworth's 13F filing for Q1 2019, filed 26 Apr 2019.