Jupiter Investment Management’s Medtronic MDT Stock Holding History

Jupiter 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
2020 Q2	$8.77M	Buy	+95,604	New	+$9.17M	0.14%	152
2014 Q4	–	Sell	-222,032	Closed	-$13.8M	–	377
2014 Q3	$13.8M	Buy	+222,032	New	+$14.1M	0.68%	47
2014 Q2	–	Sell	-131,129	Closed	-$8.07M	–	384
2014 Q1	$8.07M	Buy	131,129 +98,846	+306%	+$5.76M	0.55%	59
2013 Q4	$1.85M	Sell	32,283 -72,211	-69%	-$4.09M	0.16%	172
2013 Q3	$5.56M	Buy	104,494 +57,894	+124%	+$3.12M	0.53%	58
2013 Q2	$2.4M	Buy	+46,600	New	+$2.3M	0.29%	141

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

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Jupiter Investment Management's MDT Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Medtronic (MDT) in Q2 2020: 95,604 shares worth $8.77M. The stake represents 0.14% of the portfolio and ranks #152 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in MDT as recently as Q3 2014.

Jupiter Investment Management first reported a position in MDT in Q2 2013 and has held it in 6 quarters since. The position peaked at $13.8M in Q3 2014. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

Jupiter Investment Management held 95,604 shares of Medtronic worth $8.77M as of Q2 2020.
Medtronic was a new Jupiter Investment Management position in Q2 2020.
Medtronic made up 0.14% of Jupiter Investment Management's portfolio in Q2 2020, its #152 holding.
Jupiter Investment Management first reported a position in Medtronic in Q2 2013 and has held it in 6 quarters since.
Jupiter Investment Management's Medtronic position peaked at $13.8M in Q3 2014.
1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.