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Fund Evaluation Group’s Medtronic MDT Stock Holding History

Fund Evaluation Group’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
-35,600
Closed -$3.5M – 61
2018
Q3 		$3.5M Sell
35,600
-4,635
-12% -$429K 0.58% 12
2018
Q2 		$3.44M Hold
40,235
– – 0.55% 10
2018
Q1 		$3.23M Hold
40,235
– – 0.36% 13
2017
Q4 		$3.25M Buy
+40,235
New +$3.22M 0.35% 19

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

Fund Evaluation Group's MDT Position: Q4 2018 in Review

Fund Evaluation Group sold out of Medtronic (MDT) in Q4 2018, closing a stake of 35,600 shares — an estimated $3.5M sold.

Fund Evaluation Group first reported a position in MDT in Q4 2017 and held it in 4 quarters. The position peaked at $3.5M in Q3 2018. 1,563 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

  • Fund Evaluation Group reported no remaining Medtronic position as of Q4 2018 after selling out during the quarter.
  • Fund Evaluation Group sold 35,600 Medtronic shares in Q4 2018, an estimated $3.5M.
  • Fund Evaluation Group first reported a position in Medtronic in Q4 2017 and held it in 4 quarters.
  • Fund Evaluation Group's Medtronic position peaked at $3.5M in Q3 2018.
  • 1,563 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.