Cox Capital Management’s Medtronic MDT Stock Holding History

Cox Capital 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 Q2	–	Sell	-180	Closed	-$20K	–	150
2020 Q1	$20K	Buy	+180	New	+$19.1K	0.02%	126

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Cox Capital Management's MDT Position: Q2 2020 in Review

Cox Capital Management sold out of Medtronic (MDT) in Q2 2020, closing a stake of 180 shares — an estimated $20K sold.

Cox Capital Management first reported a position in MDT in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

Cox Capital Management reported no remaining Medtronic position as of Q2 2020 after selling out during the quarter.
Cox Capital Management sold 180 Medtronic shares in Q2 2020, an estimated $20K.
Cox Capital Management first reported a position in Medtronic in Q1 2020 and held it in 1 quarter.
Cox Capital Management's Medtronic position peaked at $20K in Q1 2020.
1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Cox Capital Management's 13F filing for Q2 2020, filed 1 Jul 2020.