Hermes Investment Management’s Medtronic MDT Stock Holding History

Hermes Investment 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 Q1	–	Sell	-13,100	Closed	-$1.06M	–	230
2017 Q4	$1.06M	Buy	+13,100	New	+$1.05M	0.02%	180
2017 Q3	–	Sell	-12,300	Closed	-$1.09M	–	228
2017 Q2	$1.09M	Buy	+12,300	New	+$1.04M	0.02%	158
2017 Q1	–	Sell	-12,300	Closed	-$876K	–	201
2016 Q4	$876K	Hold	12,300	–	–	0.02%	169
2016 Q3	$1.06M	Hold	12,300	–	–	0.02%	159
2016 Q2	$1.07M	Hold	12,300	–	–	0.02%	161
2016 Q1	$927K	Hold	12,300	–	–	0.02%	166
2015 Q4	$946K	Hold	12,300	–	–	0.02%	160
2015 Q3	$823K	Hold	12,300	–	–	0.02%	161
2015 Q2	$911K	Hold	12,300	–	–	0.02%	169
2015 Q1	$959K	Buy	12,300 +8,000	+186%	+$606K	0.02%	165
2014 Q4	$310K	Hold	4,300	–	–	0.01%	219
2014 Q3	$266K	Hold	4,300	–	–	0.01%	224
2014 Q2	$274K	Hold	4,300	–	–	0.01%	235
2014 Q1	$265K	Hold	4,300	–	–	0.01%	236
2013 Q4	$247K	Hold	4,300	–	–	0.01%	237
2013 Q3	$229K	Hold	4,300	–	–	0.01%	230
2013 Q2	$221K	Buy	+4,300	New	+$213K	0.01%	245

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Hermes Investment Management's MDT Position: Q1 2018 in Review

Hermes Investment Management sold out of Medtronic (MDT) in Q1 2018, closing a stake of 13,100 shares — an estimated $1.06M sold.

Hermes Investment Management first reported a position in MDT in Q2 2013 and held it in 17 quarters. The position peaked at $1.09M in Q2 2017. 1,381 funds tracked by Wall St. Rank hold MDT as of Q1 2018.

Hermes Investment Management reported no remaining Medtronic position as of Q1 2018 after selling out during the quarter.
Hermes Investment Management sold 13,100 Medtronic shares in Q1 2018, an estimated $1.06M.
Hermes Investment Management first reported a position in Medtronic in Q2 2013 and held it in 17 quarters.
Hermes Investment Management's Medtronic position peaked at $1.09M in Q2 2017.
1,381 funds tracked by Wall St. Rank held Medtronic as of Q1 2018.

Based on Hermes Investment Management's 13F filing for Q1 2018, filed 17 Apr 2018.