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Edge Advisors’s Medtronic MDT Stock Holding History

Edge Advisors’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 		$180K Sell
2,104
-164
-7% -$13.7K 0.02% 330
2018
Q1 		$181K Sell
2,268
-174
-7% -$14.4K 0.02% 326
2017
Q4 		$197K Sell
2,442
-71
-3% -$5.69K 0.02% 309
2017
Q3 		$195K Sell
2,513
-595
-19% -$49.4K 0.02% 306
2017
Q2 		$275K Sell
3,108
-301
-9% -$25.4K 0.03% 278
2017
Q1 		$274K Buy
3,409
+1,772
+108% +$138K 0.03% 284
2016
Q4 		$116K Buy
+1,637
New +$129K 0.01% 359

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edge Advisors's MDT Position: Q2 2018 in Review

Edge Advisors reduced its Medtronic (MDT) stake by 7.2% in Q2 2018, selling an estimated $13.7K and leaving 2,104 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #330.

Edge Advisors first reported a position in MDT in Q4 2016 and has held it in 7 quarters since. The position peaked at $275K in Q2 2017. 1,409 funds tracked by Wall St. Rank hold MDT as of Q2 2018.

  • Edge Advisors held 2,104 shares of Medtronic worth $180K as of Q2 2018.
  • Edge Advisors sold 164 Medtronic shares in Q2 2018, an estimated $13.7K.
  • Medtronic made up 0.02% of Edge Advisors's portfolio in Q2 2018, its #330 holding.
  • Edge Advisors first reported a position in Medtronic in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Medtronic position peaked at $275K in Q2 2017.
  • 1,409 funds tracked by Wall St. Rank held Medtronic as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.