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Cumberland Partners’s Medtronic MDT Stock Holding History

Cumberland Partners’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
2021
Q4 		– Sell
-97,281
Closed -$12.2M – 189
2021
Q3 		$12.2M Buy
97,281
+12,040
+14% +$1.56M 1% 31
2021
Q2 		$10.6M Sell
85,241
-2,532
-3% -$318K 0.83% 36
2021
Q1 		$10.4M Sell
87,773
-2,934
-3% -$344K 0.85% 37
2020
Q4 		$10.6M Sell
90,707
-977
-1% -$108K 0.95% 32
2020
Q3 		$9.53M Sell
91,684
-5,474
-6% -$550K 1% 29
2020
Q2 		$8.91M Sell
97,158
-52,087
-35% -$4.99M 0.92% 36
2020
Q1 		$13.5M Sell
149,245
-6,088
-4% -$648K 1.62% 23
2019
Q4 		$17.6M Sell
155,333
-5,800
-4% -$636K 1.56% 23
2019
Q3 		$17.5M Sell
161,133
-33,455
-17% -$3.49M 1.68% 22
2019
Q2 		$19M Buy
194,588
+81,015
+71% +$7.4M 1.82% 17
2019
Q1 		$10.3M Buy
113,573
+74,285
+189% +$6.65M 1.04% 32
2018
Q4 		$3.57M Buy
39,288
+2,500
+7% +$234K 0.4% 52
2018
Q3 		$3.62M Hold
36,788
– – 0.35% 57
2018
Q2 		$3.15M Buy
+36,788
New +$3.07M 0.32% 63

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cumberland Partners's MDT Position: Q4 2021 in Review

Cumberland Partners sold out of Medtronic (MDT) in Q4 2021, closing a stake of 97,281 shares — an estimated $12.2M sold.

Cumberland Partners first reported a position in MDT in Q2 2018 and held it in 14 quarters. The position peaked at $19M in Q2 2019. 2,060 funds tracked by Wall St. Rank hold MDT as of Q4 2021.

  • Cumberland Partners reported no remaining Medtronic position as of Q4 2021 after selling out during the quarter.
  • Cumberland Partners sold 97,281 Medtronic shares in Q4 2021, an estimated $12.2M.
  • Cumberland Partners first reported a position in Medtronic in Q2 2018 and held it in 14 quarters.
  • Cumberland Partners's Medtronic position peaked at $19M in Q2 2019.
  • 2,060 funds tracked by Wall St. Rank held Medtronic as of Q4 2021.

Based on Cumberland Partners's 13F filing for Q4 2021, filed 10 Feb 2022.