ECM
MDT icon

Elgethun Capital Management’s Medtronic MDT Stock Holding History

Elgethun Capital 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
2018
Q3 		– Sell
-2,760
Closed -$234K – 84
2018
Q2 		$234K Sell
2,760
-2,710
-50% -$226K 0.17% 78
2018
Q1 		$439K Hold
5,470
– – 0.31% 75
2017
Q4 		$442K Hold
5,470
– – 0.31% 68
2017
Q3 		$425K Buy
+5,470
New +$454K 0.31% 64
2017
Q1 		– Sell
-629
Closed -$45K – 164
2016
Q4 		$45K Buy
+629
New +$49.4K 0.04% 138

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

Elgethun Capital Management's MDT Position: Q3 2018 in Review

Elgethun Capital Management sold out of Medtronic (MDT) in Q3 2018, closing a stake of 2,760 shares — an estimated $234K sold.

Elgethun Capital Management first reported a position in MDT in Q4 2016 and held it in 5 quarters. The position peaked at $442K in Q4 2017. 1,484 funds tracked by Wall St. Rank hold MDT as of Q3 2018.

  • Elgethun Capital Management reported no remaining Medtronic position as of Q3 2018 after selling out during the quarter.
  • Elgethun Capital Management sold 2,760 Medtronic shares in Q3 2018, an estimated $234K.
  • Elgethun Capital Management first reported a position in Medtronic in Q4 2016 and held it in 5 quarters.
  • Elgethun Capital Management's Medtronic position peaked at $442K in Q4 2017.
  • 1,484 funds tracked by Wall St. Rank held Medtronic as of Q3 2018.

Based on Elgethun Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.