Credential Securities’s Medtronic MDT Stock Holding History

Credential Securities’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
2018 Q2	$518K	Sell	6,051 -324	-5%	-$27.1K	0.12%	110
2018 Q1	$511K	Sell	6,375 -1,007	-14%	-$83.1K	0.12%	118
2017 Q4	$596K	Buy	7,382 +133	+2%	+$10.7K	0.14%	112
2017 Q3	$564K	Buy	7,249 +578	+9%	+$48K	0.15%	113
2017 Q2	$592K	Buy	6,671 +640	+11%	+$54K	0.18%	108
2017 Q1	$486K	Buy	6,031 +509	+9%	+$39.8K	0.17%	118
2016 Q4	$393K	Buy	5,522 +296	+6%	+$23.3K	0.16%	128
2016 Q3	$452K	Buy	5,226 +255	+5%	+$22.2K	0.2%	118
2016 Q2	$431K	Buy	4,971 +302	+6%	+$24.4K	0.22%	121
2016 Q1	$350K	Buy	+4,669	New	+$352K	0.2%	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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credential Securities's MDT Position: Q2 2018 in Review

Credential Securities reduced its Medtronic (MDT) stake by 5.1% in Q2 2018, selling an estimated $27.1K and leaving 6,051 shares worth $518K. The position accounts for 0.12% of the portfolio, ranked #110.

Credential Securities first reported a position in MDT in Q1 2016 and has held it in 10 quarters since. The position peaked at $596K in Q4 2017. 1,410 funds tracked by Wall St. Rank hold MDT as of Q2 2018.

Credential Securities held 6,051 shares of Medtronic worth $518K as of Q2 2018.
Credential Securities sold 324 Medtronic shares in Q2 2018, an estimated $27.1K.
Medtronic made up 0.12% of Credential Securities's portfolio in Q2 2018, its #110 holding.
Credential Securities first reported a position in Medtronic in Q1 2016 and has held it in 10 quarters since.
Credential Securities's Medtronic position peaked at $596K in Q4 2017.
1,410 funds tracked by Wall St. Rank held Medtronic as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.