Jacobs Levy Equity Management’s Medtronic MDT Stock Holding History

Jacobs Levy Equity 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
2020 Q4	–	Sell	-2,448	Closed	-$254K	–	1063
2020 Q3	$254K	Sell	2,448 -3,145	-56%	-$316K	﹤0.01%	918
2020 Q2	$513K	Sell	5,593 -17,963	-76%	-$1.72M	0.01%	782
2020 Q1	$2.12M	Buy	23,556 +17,283	+276%	+$1.84M	0.03%	461
2019 Q4	$712K	Buy	6,273 +1,553	+33%	+$170K	0.01%	738
2019 Q3	$513K	Sell	4,720 -44,260	-90%	-$4.62M	0.01%	716
2019 Q2	$4.77M	Sell	48,980 -35,230	-42%	-$3.22M	0.07%	353
2019 Q1	$7.67M	Buy	84,210 +58,350	+226%	+$5.22M	0.11%	248
2018 Q4	$2.35M	Sell	25,860 -3,410	-12%	-$319K	0.04%	427
2018 Q3	$2.88M	Buy	+29,270	New	+$2.71M	0.04%	442
2017 Q4	–	Sell	-17,300	Closed	-$1.34M	–	1036
2017 Q3	$1.34M	Buy	+17,300	New	+$1.44M	0.03%	526
2014 Q3	–	Sell	-82,540	Closed	-$5.26M	–	878
2014 Q2	$5.26M	Sell	82,540 -126,250	-60%	-$7.67M	0.09%	265
2014 Q1	$12.8M	Sell	208,790 -6,599	-3%	-$384K	0.22%	138
2013 Q4	$12.4M	Sell	215,389 -10,120	-4%	-$574K	0.19%	167
2013 Q3	$12M	Buy	225,509 +160,410	+246%	+$8.63M	0.2%	153
2013 Q2	$3.35M	Buy	+65,099	New	+$3.22M	0.06%	331

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jacobs Levy Equity Management's MDT Position: Q4 2020 in Review

Jacobs Levy Equity Management sold out of Medtronic (MDT) in Q4 2020, closing a stake of 2,448 shares — an estimated $254K sold.

Jacobs Levy Equity Management first reported a position in MDT in Q2 2013 and held it in 15 quarters. The position peaked at $12.8M in Q1 2014. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

Jacobs Levy Equity Management reported no remaining Medtronic position as of Q4 2020 after selling out during the quarter.
Jacobs Levy Equity Management sold 2,448 Medtronic shares in Q4 2020, an estimated $254K.
Jacobs Levy Equity Management first reported a position in Medtronic in Q2 2013 and held it in 15 quarters.
Jacobs Levy Equity Management's Medtronic position peaked at $12.8M in Q1 2014.
1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2020, filed 16 Feb 2021.