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Fortis Capital Management’s Medtronic MDT Stock Holding History

Fortis 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
2020
Q4 		– Sell
-19,000
Closed -$1.97M – 118
2020
Q3 		$1.97M Hold
19,000
– – 1.57% 20
2020
Q2 		$1.74M Buy
+19,000
New +$1.82M 1.97% 31

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fortis Capital Management's MDT Position: Q4 2020 in Review

Fortis Capital Management sold out of Medtronic (MDT) in Q4 2020, closing a stake of 19,000 shares — an estimated $1.97M sold.

Fortis Capital Management first reported a position in MDT in Q2 2020 and held it in 2 quarters. The position peaked at $1.97M in Q3 2020. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

  • Fortis Capital Management reported no remaining Medtronic position as of Q4 2020 after selling out during the quarter.
  • Fortis Capital Management sold 19,000 Medtronic shares in Q4 2020, an estimated $1.97M.
  • Fortis Capital Management first reported a position in Medtronic in Q2 2020 and held it in 2 quarters.
  • Fortis Capital Management's Medtronic position peaked at $1.97M in Q3 2020.
  • 1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Fortis Capital Management's 13F filing for Q4 2020, filed 8 Feb 2021.