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Foresters Investment Management’s Medtronic MDT Stock Holding History

Foresters Investment 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
2019
Q3 		$53.1M Sell
488,758
-25,254
-5% -$2.63M 1.05% 10
2019
Q2 		$50.1M Buy
514,012
+3,165
+0.6% +$289K 0.9% 18
2019
Q1 		$46.5M Buy
510,847
+15,800
+3% +$1.41M 0.81% 21
2018
Q4 		$45M Buy
495,047
+113,950
+30% +$10.6M 0.85% 21
2018
Q3 		$37.5M Buy
381,097
+64,440
+20% +$5.96M 0.59% 44
2018
Q2 		$27.1M Buy
316,657
+1,900
+0.6% +$159K 0.46% 75
2018
Q1 		$25.3M Sell
314,757
-18,489
-6% -$1.53M 0.42% 82
2017
Q4 		$26.9M Buy
333,246
+44,721
+15% +$3.58M 0.42% 83
2017
Q3 		$22.4M Buy
288,525
+3,013
+1% +$250K 0.37% 102
2017
Q2 		$25.3M Buy
285,512
+16,707
+6% +$1.41M 0.43% 83
2017
Q1 		$21.7M Buy
268,805
+2,948
+1% +$230K 0.38% 93
2016
Q4 		$19.1M Sell
265,857
-55,000
-17% -$4.32M 0.34% 110
2016
Q3 		$27.7M Sell
320,857
-51,760
-14% -$4.51M 0.51% 71
2016
Q2 		$32.3M Buy
372,617
+3,639
+1% +$294K 0.62% 48
2016
Q1 		$27.7M Buy
368,978
+40,200
+12% +$3.03M 0.56% 62
2015
Q4 		$25.3M Hold
328,778
– – 0.51% 75
2015
Q3 		$22M Buy
328,778
+10,200
+3% +$751K 0.47% 85
2015
Q2 		$23.6M Buy
318,578
+9,512
+3% +$727K 0.45% 91
2015
Q1 		$24.1M Buy
+309,066
New +$23.4M 0.47% 90

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Foresters Investment Management's MDT Position: Q3 2019 in Review

Foresters Investment Management reduced its Medtronic (MDT) stake by 4.9% in Q3 2019, selling an estimated $2.63M and leaving 488,758 shares worth $53.1M. The position accounts for 1.05% of the portfolio, ranked #10.

Foresters Investment Management first reported a position in MDT in Q1 2015 and has held it in 19 quarters since. 1,645 funds tracked by Wall St. Rank hold MDT as of Q3 2019.

  • Foresters Investment Management held 488,758 shares of Medtronic worth $53.1M as of Q3 2019.
  • Foresters Investment Management sold 25,254 Medtronic shares in Q3 2019, an estimated $2.63M.
  • Medtronic made up 1.05% of Foresters Investment Management's portfolio in Q3 2019, its #10 holding.
  • Foresters Investment Management first reported a position in Medtronic in Q1 2015 and has held it in 19 quarters since.
  • 1,645 funds tracked by Wall St. Rank held Medtronic as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.