DC Investments Management’s Medtronic MDT Stock Holding History

DC Investments 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 Q3	–	Sell	-7,001	Closed	-$642K	–	202
2020 Q2	$642K	Sell	7,001 -374	-5%	-$35.9K	0.24%	55
2020 Q1	$665K	Sell	7,375 -1,850	-20%	-$197K	0.54%	29
2019 Q4	$1.05M	Sell	9,225 -952	-9%	-$104K	0.8%	11
2019 Q3	$1.1M	Sell	10,177 -1,077	-10%	-$112K	0.64%	9
2019 Q2	$1.1M	Buy	11,254 +374	+3%	+$34.1K	0.61%	6
2019 Q1	$991K	Hold	10,880	–	–	0.63%	20
2018 Q4	$990K	Buy	10,880 +8,444	+347%	+$789K	0.81%	8
2018 Q3	$240K	Buy	+2,436	New	+$225K	0.16%	263
2018 Q2	–	Sell	-5,102	Closed	-$409K	–	355
2018 Q1	$409K	Buy	5,102 +880	+21%	+$72.6K	0.27%	123
2017 Q4	$341K	Buy	+4,222	New	+$338K	0.14%	192

Other funds holding MDT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DC Investments Management's MDT Position: Q3 2020 in Review

DC Investments Management sold out of Medtronic (MDT) in Q3 2020, closing a stake of 7,001 shares — an estimated $642K sold.

DC Investments Management first reported a position in MDT in Q4 2017 and held it in 10 quarters. The position peaked at $1.1M in Q3 2019. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

DC Investments Management reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 7,001 Medtronic shares in Q3 2020, an estimated $642K.
DC Investments Management first reported a position in Medtronic in Q4 2017 and held it in 10 quarters.
DC Investments Management's Medtronic position peaked at $1.1M in Q3 2019.
1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.