Greystone Managed Investments’s Medtronic MDT Stock Holding History

Greystone Managed Investments’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	$9.69M	Buy	89,214 +15,010	+20%	+$1.57M	0.59%	52
2019 Q2	$7.23M	Sell	74,204 -2,110	-3%	-$193K	0.41%	72
2019 Q1	$6.95M	Sell	76,314 -4,870	-6%	-$436K	0.41%	71
2018 Q4	$7.38M	Sell	81,184 -2,549	-3%	-$238K	0.47%	70
2018 Q3	$8.24M	Sell	83,733 -23,220	-22%	-$2.15M	0.45%	71
2018 Q2	$9.16M	Buy	106,953 +2,028	+2%	+$169K	0.4%	64
2018 Q1	$8.42M	Buy	104,925 +13,117	+14%	+$1.08M	0.36%	69
2017 Q4	$7.41M	Buy	91,808 +324	+0.4%	+$25.9K	0.31%	75
2017 Q3	$7.12M	Buy	91,484 +4,980	+6%	+$413K	0.31%	72
2017 Q2	$7.68M	Sell	86,504 -2,148	-2%	-$181K	0.36%	65
2017 Q1	$7.14M	Sell	88,652 -7,277	-8%	-$568K	0.33%	71
2016 Q4	$6.83M	Sell	95,929 -6,500	-6%	-$511K	0.3%	68
2016 Q3	$8.85M	Sell	102,429 -1,549	-1%	-$135K	0.4%	57
2016 Q2	$9.02M	Sell	103,978 -8,282	-7%	-$670K	0.37%	52
2016 Q1	$8.42M	Buy	112,260 +11,738	+12%	+$884K	0.32%	56
2015 Q4	$7.73M	Sell	100,522 -22,740	-18%	-$1.71M	0.29%	61
2015 Q3	$8.25M	Sell	123,262 -102,805	-45%	-$7.57M	0.31%	61
2015 Q2	$16.8M	Sell	226,067 -98,820	-30%	-$7.55M	0.44%	61
2015 Q1	$25.3M	Buy	+324,887	New	+$24.6M	0.57%	51

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greystone Managed Investments's MDT Position: Q3 2019 in Review

Greystone Managed Investments increased its Medtronic (MDT) stake by 20% in Q3 2019, buying an estimated $1.57M and bringing the position to 89,214 shares worth $9.69M. The position accounts for 0.59% of the portfolio, ranked #52.

Greystone Managed Investments first reported a position in MDT in Q1 2015 and has held it in 19 quarters since. The position peaked at $25.3M in Q1 2015. 1,645 funds tracked by Wall St. Rank hold MDT as of Q3 2019.

Greystone Managed Investments held 89,214 shares of Medtronic worth $9.69M as of Q3 2019.
Greystone Managed Investments bought 15,010 Medtronic shares in Q3 2019, an estimated $1.57M.
Medtronic made up 0.59% of Greystone Managed Investments's portfolio in Q3 2019, its #52 holding.
Greystone Managed Investments first reported a position in Medtronic in Q1 2015 and has held it in 19 quarters since.
Greystone Managed Investments's Medtronic position peaked at $25.3M in Q1 2015.
1,645 funds tracked by Wall St. Rank held Medtronic as of Q3 2019.

Based on Greystone Managed Investments's 13F filing for Q3 2019, filed 5 Nov 2019.