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Deane Retirement Strategies’s Medtronic MDT Stock Holding History

Deane Retirement Strategies’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
-15,505
Closed -$1.4M – 61
2020
Q1 		$1.4M Sell
15,505
-212
-1% -$22.6K 1.04% 32
2019
Q4 		$1.78M Buy
+15,717
New +$1.72M 1.22% 30
2017
Q1 		– Sell
-30,564
Closed -$2.18M – 55
2016
Q4 		$2.18M Buy
30,564
+263
+0.9% +$20.7K 1.94% 17
2016
Q3 		$2.62M Buy
30,301
+1,430
+5% +$125K 2.38% 14
2016
Q2 		$2.5M Buy
+28,871
New +$2.33M 2.29% 9

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Deane Retirement Strategies's MDT Position: Q2 2020 in Review

Deane Retirement Strategies sold out of Medtronic (MDT) in Q2 2020, closing a stake of 15,505 shares — an estimated $1.4M sold.

Deane Retirement Strategies first reported a position in MDT in Q2 2016 and held it in 5 quarters. The position peaked at $2.62M in Q3 2016. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

  • Deane Retirement Strategies reported no remaining Medtronic position as of Q2 2020 after selling out during the quarter.
  • Deane Retirement Strategies sold 15,505 Medtronic shares in Q2 2020, an estimated $1.4M.
  • Deane Retirement Strategies first reported a position in Medtronic in Q2 2016 and held it in 5 quarters.
  • Deane Retirement Strategies's Medtronic position peaked at $2.62M in Q3 2016.
  • 1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Deane Retirement Strategies's 13F filing for Q2 2020, filed 7 Jul 2020.