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Global Endowment Management’s Medtronic MDT Stock Holding History

Global Endowment 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
Q2 		– Sell
-53,600
Closed -$4.3M – 229
2018
Q1 		$4.3M Buy
53,600
+10,000
+23% +$825K 0.62% 26
2017
Q4 		$3.52M Buy
43,600
+2,100
+5% +$168K 0.51% 37
2017
Q3 		$3.23M Buy
+41,500
New +$3.45M 0.46% 46

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

Global Endowment Management's MDT Position: Q2 2018 in Review

Global Endowment Management sold out of Medtronic (MDT) in Q2 2018, closing a stake of 53,600 shares — an estimated $4.3M sold.

Global Endowment Management first reported a position in MDT in Q3 2017 and held it in 3 quarters. The position peaked at $4.3M in Q1 2018. 1,409 funds tracked by Wall St. Rank hold MDT as of Q2 2018.

  • Global Endowment Management reported no remaining Medtronic position as of Q2 2018 after selling out during the quarter.
  • Global Endowment Management sold 53,600 Medtronic shares in Q2 2018, an estimated $4.3M.
  • Global Endowment Management first reported a position in Medtronic in Q3 2017 and held it in 3 quarters.
  • Global Endowment Management's Medtronic position peaked at $4.3M in Q1 2018.
  • 1,409 funds tracked by Wall St. Rank held Medtronic as of Q2 2018.

Based on Global Endowment Management's 13F filing for Q2 2018, filed 10 Aug 2018.