Kaizen Advisory’s Medtronic MDT Stock Holding History

Kaizen Advisory’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 Q4	$329K	Buy	3,613 +362	+11%	+$33.8K	0.23%	135
2018 Q3	$320K	Hold	3,251	–	–	0.17%	136
2018 Q2	$278K	Buy	3,251 +1,946	+149%	+$163K	0.14%	139
2018 Q1	$105K	Hold	1,305	–	–	0.1%	126
2017 Q4	$105K	Buy	+1,305	New	+$105K	0.06%	137

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kaizen Advisory's MDT Position: Q4 2018 in Review

Kaizen Advisory increased its Medtronic (MDT) stake by 11% in Q4 2018, buying an estimated $33.8K and bringing the position to 3,613 shares worth $329K. The position accounts for 0.23% of the portfolio, ranked #135.

Kaizen Advisory first reported a position in MDT in Q4 2017 and has held it in 5 quarters since. 1,563 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

Kaizen Advisory held 3,613 shares of Medtronic worth $329K as of Q4 2018.
Kaizen Advisory bought 362 Medtronic shares in Q4 2018, an estimated $33.8K.
Medtronic made up 0.23% of Kaizen Advisory's portfolio in Q4 2018, its #135 holding.
Kaizen Advisory first reported a position in Medtronic in Q4 2017 and has held it in 5 quarters since.
1,563 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.