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Bruderman Asset Management’s Medtronic MDT Stock Holding History

Bruderman Asset 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
Q2 		– Sell
-8,000
Closed -$3K – 377
2019
Q1 		$3K Buy
+8,000
New +$716K ﹤0.01% 536

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bruderman Asset Management's MDT Position: Q2 2019 in Review

Bruderman Asset Management sold out of Medtronic (MDT) in Q2 2019, closing a stake of 7,963 shares — an estimated $725K sold.

Bruderman Asset Management first reported a position in MDT in Q1 2015 and held it in 16 quarters. The position peaked at $1.07M in Q1 2018. 1,619 funds tracked by Wall St. Rank hold MDT as of Q2 2019.

  • Bruderman Asset Management reported no remaining Medtronic position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 7,963 Medtronic shares in Q2 2019, an estimated $725K.
  • Bruderman Asset Management first reported a position in Medtronic in Q1 2015 and held it in 16 quarters.
  • Bruderman Asset Management's Medtronic position peaked at $1.07M in Q1 2018.
  • 1,619 funds tracked by Wall St. Rank held Medtronic as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.