Congress Asset Management’s Medtronic MDT Stock Holding History

Congress 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
2017 Q3	–	Sell	-5,395	Closed	-$479K	–	391
2017 Q2	$479K	Buy	5,395 +150	+3%	+$12.6K	0.01%	228
2017 Q1	$423K	Hold	5,245	–	–	0.01%	229
2016 Q4	$374K	Buy	5,245 +655	+14%	+$51.5K	0.01%	233
2016 Q3	$397K	Buy	4,590 +115	+3%	+$10K	0.01%	200
2016 Q2	$388K	Sell	4,475 -2,440	-35%	-$197K	0.01%	205
2016 Q1	$519K	Buy	6,915 +1,440	+26%	+$108K	0.01%	192
2015 Q4	$421K	Hold	5,475	–	–	0.01%	205
2015 Q3	$366K	Sell	5,475 -9	-0.2%	-$663	0.01%	193
2015 Q2	$406K	Buy	5,484 +5	+0.1%	+$382	0.01%	203
2015 Q1	$427K	Sell	5,479 -405	-7%	-$30.7K	0.01%	197
2014 Q4	$425K	Sell	5,884 -900	-13%	-$62.5K	0.01%	205
2014 Q3	$420K	Buy	6,784 +1,309	+24%	+$83.2K	0.01%	206
2014 Q2	$349K	Buy	5,475 +500	+10%	+$30.4K	0.01%	213
2014 Q1	$306K	Buy	4,975 +460	+10%	+$26.8K	0.01%	217
2013 Q4	$259K	Sell	4,515 -20,655	-82%	-$1.17M	0.01%	214
2013 Q3	$1.34M	Buy	25,170 +6,790	+37%	+$365K	0.04%	175
2013 Q2	$946K	Buy	+18,380	New	+$909K	0.03%	175

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Congress Asset Management's MDT Position: Q3 2017 in Review

Congress Asset Management sold out of Medtronic (MDT) in Q3 2017, closing a stake of 5,395 shares — an estimated $479K sold.

Congress Asset Management first reported a position in MDT in Q2 2013 and held it in 17 quarters. The position peaked at $1.34M in Q3 2013. 1,290 funds tracked by Wall St. Rank hold MDT as of Q3 2017.

Congress Asset Management reported no remaining Medtronic position as of Q3 2017 after selling out during the quarter.
Congress Asset Management sold 5,395 Medtronic shares in Q3 2017, an estimated $479K.
Congress Asset Management first reported a position in Medtronic in Q2 2013 and held it in 17 quarters.
Congress Asset Management's Medtronic position peaked at $1.34M in Q3 2013.
1,290 funds tracked by Wall St. Rank held Medtronic as of Q3 2017.

Based on Congress Asset Management's 13F filing for Q3 2017, filed 17 Oct 2017.