Kovitz Investment Group’s Medtronic MDT Stock Holding History

Kovitz Investment Group’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
2015 Q4	$217K	Buy	+2,818	New	+$212K	0.01%	122
2015 Q3	–	Sell	-3,222	Closed	-$239K	–	106
2015 Q2	$239K	Sell	3,222 -350	-10%	-$26.7K	0.01%	105
2015 Q1	$279K	Buy	+3,572	New	+$271K	0.02%	98
2014 Q4	–	Sell	-3,481	Closed	-$216K	–	113
2014 Q3	$216K	Hold	3,481	–	–	0.01%	101
2014 Q2	$222K	Buy	+3,481	New	+$211K	0.01%	104
2014 Q1	–	Sell	-3,550	Closed	-$204K	–	119
2013 Q4	$204K	Sell	3,550 -522	-13%	-$29.6K	0.01%	117
2013 Q3	$217K	Hold	4,072	–	–	0.01%	112
2013 Q2	$210K	Buy	+4,072	New	+$201K	0.01%	112

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Artisan Partners

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return