HealthInvest Partners’s Medtronic MDT Stock Holding History

HealthInvest Partners’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
2017 Q4	$2.76M	Sell	34,200 -47,900	-58%	-$3.84M	5.83%	9
2017 Q3	$6.38M	Buy	+82,100	New	+$6.82M	7.46%	11
2014 Q4	–	Sell	-144,600	Closed	-$8.96M	–	18
2014 Q3	$8.96M	Sell	144,600 -15,300	-10%	-$973K	6.53%	10
2014 Q2	$10.2M	Sell	159,900 -28,300	-15%	-$1.72M	5.74%	8
2014 Q1	$11.6M	Sell	188,200 -9,700	-5%	-$565K	8.25%	4
2013 Q4	$11.4M	Buy	+197,900	New	+$11.2M	11.3%	3

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

HealthInvest Partners's MDT Position: Q4 2017 in Review

HealthInvest Partners reduced its Medtronic (MDT) stake by 58% in Q4 2017, selling an estimated $3.84M and leaving 34,200 shares worth $2.76M. The position accounts for 5.83% of the portfolio, ranked #9.

HealthInvest Partners first reported a position in MDT in Q4 2013 and has held it in 6 quarters since. The position peaked at $11.6M in Q1 2014. 1,408 funds tracked by Wall St. Rank hold MDT as of Q4 2017.

HealthInvest Partners held 34,200 shares of Medtronic worth $2.76M as of Q4 2017.
HealthInvest Partners sold 47,900 Medtronic shares in Q4 2017, an estimated $3.84M.
Medtronic made up 5.83% of HealthInvest Partners's portfolio in Q4 2017, its #9 holding.
HealthInvest Partners first reported a position in Medtronic in Q4 2013 and has held it in 6 quarters since.
HealthInvest Partners's Medtronic position peaked at $11.6M in Q1 2014.
1,408 funds tracked by Wall St. Rank held Medtronic as of Q4 2017.

Based on HealthInvest Partners's 13F filing for Q4 2017, filed 9 Feb 2018.