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Intellectus Partners’s Medtronic MDT Stock Holding History

Intellectus 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
2019
Q2 		– Sell
-136
Closed -$12K – 322
2019
Q1 		$12K Buy
136
+17
+14% +$1.52K 0.01% 338
2018
Q4 		$11K Sell
119
-1,500
-93% -$140K 0.01% 194
2018
Q3 		$160K Hold
1,619
– – 0.06% 250
2018
Q2 		$139K Hold
1,619
– – 0.05% 252
2018
Q1 		$131K Buy
1,619
+119
+8% +$9.81K 0.05% 262
2017
Q4 		$122K Hold
1,500
– – 0.05% 264
2017
Q3 		$117K Hold
1,500
– – 0.05% 280
2017
Q2 		$133K Hold
1,500
– – 0.06% 240
2017
Q1 		$121K Sell
1,500
-310
-17% -$24.2K 0.06% 221
2016
Q4 		$130K Buy
+1,810
New +$142K 0.07% 204

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intellectus Partners's MDT Position: Q2 2019 in Review

Intellectus Partners sold out of Medtronic (MDT) in Q2 2019, closing a stake of 136 shares — an estimated $12K sold.

Intellectus Partners first reported a position in MDT in Q4 2016 and held it in 10 quarters. The position peaked at $160K in Q3 2018. 1,619 funds tracked by Wall St. Rank hold MDT as of Q2 2019.

  • Intellectus Partners reported no remaining Medtronic position as of Q2 2019 after selling out during the quarter.
  • Intellectus Partners sold 136 Medtronic shares in Q2 2019, an estimated $12K.
  • Intellectus Partners first reported a position in Medtronic in Q4 2016 and held it in 10 quarters.
  • Intellectus Partners's Medtronic position peaked at $160K in Q3 2018.
  • 1,619 funds tracked by Wall St. Rank held Medtronic as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.