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Forward Management’s Medtronic MDT Stock Holding History

Forward 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
Q4 		– Sell
-9,431
Closed -$928K – 95
2018
Q3 		$928K Sell
9,431
-3,079
-25% -$285K 0.16% 69
2018
Q2 		$1.07M Buy
12,510
+1,025
+9% +$85.6K 0.18% 79
2018
Q1 		$921K Buy
+11,485
New +$947K 0.13% 96

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Forward Management's MDT Position: Q4 2018 in Review

Forward Management sold out of Medtronic (MDT) in Q4 2018, closing a stake of 9,431 shares — an estimated $928K sold.

Forward Management first reported a position in MDT in Q1 2018 and held it in 3 quarters. The position peaked at $1.07M in Q2 2018. 1,563 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

  • Forward Management reported no remaining Medtronic position as of Q4 2018 after selling out during the quarter.
  • Forward Management sold 9,431 Medtronic shares in Q4 2018, an estimated $928K.
  • Forward Management first reported a position in Medtronic in Q1 2018 and held it in 3 quarters.
  • Forward Management's Medtronic position peaked at $1.07M in Q2 2018.
  • 1,563 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Forward Management's 13F filing for Q4 2018, filed 1 Feb 2019.