De Burlo Group’s Medtronic MDT Stock Holding History

De Burlo Group’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	-91,300	Closed	-$8.23M	–	92
2020 Q2	$8.23M	Hold	91,300	–	–	2.31%	16
2020 Q1	$8.23M	Sell	91,300 -347	-0.4%	-$36.9K	2.31%	16
2019 Q4	$10.4M	Sell	91,647 -40,900	-31%	-$4.49M	2.1%	21
2019 Q3	$14.4M	Buy	+132,547	New	+$13.8M	3.24%	11
2018 Q1	–	Sell	-6,247	Closed	-$504K	–	112
2017 Q4	$504K	Hold	6,247	–	–	0.1%	86
2017 Q3	$485K	Hold	6,247	–	–	0.11%	88
2017 Q2	$554K	Hold	6,247	–	–	0.12%	81
2017 Q1	$503K	Hold	6,247	–	–	0.11%	81
2016 Q4	$445K	Hold	6,247	–	–	0.11%	84
2016 Q3	$539K	Hold	6,247	–	–	0.15%	78
2016 Q2	$542K	Hold	6,247	–	–	0.13%	75
2016 Q1	$468K	Sell	6,247 -1,092	-15%	-$82.2K	0.14%	73
2015 Q4	$564K	Hold	7,339	–	–	0.13%	74
2015 Q3	$491K	Hold	7,339	–	–	0.12%	76
2015 Q2	$543K	Hold	7,339	–	–	0.11%	79
2015 Q1	$572K	Buy	7,339 +447	+6%	+$33.9K	0.11%	79
2014 Q4	$497K	Hold	6,892	–	–	0.1%	81
2014 Q3	$427K	Hold	6,892	–	–	0.09%	81
2014 Q2	$439K	Buy	+6,892	New	+$419K	0.1%	77
2014 Q1	–	Sell	-6,892	Closed	-$395K	–	102
2013 Q4	$395K	Buy	+6,892	New	+$391K	0.09%	82

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

De Burlo Group's MDT Position: Q3 2020 in Review

De Burlo Group sold out of Medtronic (MDT) in Q3 2020, closing a stake of 91,300 shares — an estimated $8.23M sold.

De Burlo Group first reported a position in MDT in Q4 2013 and held it in 20 quarters. The position peaked at $14.4M in Q3 2019. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

De Burlo Group reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
De Burlo Group sold 91,300 Medtronic shares in Q3 2020, an estimated $8.23M.
De Burlo Group first reported a position in Medtronic in Q4 2013 and held it in 20 quarters.
De Burlo Group's Medtronic position peaked at $14.4M in Q3 2019.
1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on De Burlo Group's 13F filing for Q3 2020, filed 5 Nov 2020.