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Calvert Investment Management’s Medtronic MDT Stock Holding History

Calvert 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
2016
Q2 		– Sell
-143,975
Closed -$10.8M – 792
2016
Q1 		$10.8M Buy
143,975
+69,242
+93% +$5.22M 0.48% 56
2015
Q4 		$5.75M Buy
+74,733
New +$5.63M 0.26% 76
2015
Q3 		– Sell
-502,946
Closed -$37.3M – 624
2015
Q2 		$37.3M Buy
502,946
+304,407
+153% +$23.3M 1.65% 11
2015
Q1 		$15.5M Buy
198,539
+19,724
+11% +$1.49M 1% 20
2014
Q4 		$12.9M Sell
178,815
-64,845
-27% -$4.5M 0.88% 25
2014
Q3 		$15.1M Sell
243,660
-164,662
-40% -$10.5M 1.12% 16
2014
Q2 		$26M Buy
408,322
+125,449
+44% +$7.62M 1.75% 10
2014
Q1 		$17.4M Buy
282,873
+55,775
+25% +$3.25M 1.23% 21
2013
Q4 		$13M Buy
227,098
+137,128
+152% +$7.78M 0.95% 30
2013
Q3 		$4.79M Sell
89,970
-501
-0.6% -$27K 0.6% 62
2013
Q2 		$4.66M Buy
+90,471
New +$4.47M 0.63% 55

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Calvert Investment Management's MDT Position: Q2 2016 in Review

Calvert Investment Management sold out of Medtronic (MDT) in Q2 2016, closing a stake of 143,975 shares — an estimated $10.8M sold.

Calvert Investment Management first reported a position in MDT in Q2 2013 and held it in 11 quarters. The position peaked at $37.3M in Q2 2015. 1,262 funds tracked by Wall St. Rank hold MDT as of Q2 2016.

  • Calvert Investment Management reported no remaining Medtronic position as of Q2 2016 after selling out during the quarter.
  • Calvert Investment Management sold 143,975 Medtronic shares in Q2 2016, an estimated $10.8M.
  • Calvert Investment Management first reported a position in Medtronic in Q2 2013 and held it in 11 quarters.
  • Calvert Investment Management's Medtronic position peaked at $37.3M in Q2 2015.
  • 1,262 funds tracked by Wall St. Rank held Medtronic as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.