Lafayette Investments’s Medtronic MDT Stock Holding History

Lafayette Investments’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
2016 Q4	–	Sell	-21,751	Closed	-$1.88M	–	67
2016 Q3	$1.88M	Sell	21,751 -187	-0.9%	-$16.3K	0.76%	34
2016 Q2	$1.9M	Sell	21,938 -473	-2%	-$38.3K	0.77%	32
2016 Q1	$1.68M	Sell	22,411 -848	-4%	-$63.9K	0.7%	32
2015 Q4	$1.79M	Sell	23,259 -13,177	-36%	-$992K	0.74%	33
2015 Q3	$2.44M	Sell	36,436 -2,481	-6%	-$183K	1.06%	30
2015 Q2	$2.88M	Hold	38,917	–	–	1.21%	30
2015 Q1	$3.04M	Buy	+38,917	New	+$2.95M	1.29%	30

Other funds holding MDT

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

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

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

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

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

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

BIT

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

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

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

Lafayette Investments's MDT Position: Q4 2016 in Review

Lafayette Investments sold out of Medtronic (MDT) in Q4 2016, closing a stake of 21,751 shares — an estimated $1.88M sold.

Lafayette Investments first reported a position in MDT in Q1 2015 and held it in 7 quarters. The position peaked at $3.04M in Q1 2015. 1,268 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

Lafayette Investments reported no remaining Medtronic position as of Q4 2016 after selling out during the quarter.
Lafayette Investments sold 21,751 Medtronic shares in Q4 2016, an estimated $1.88M.
Lafayette Investments first reported a position in Medtronic in Q1 2015 and held it in 7 quarters.
Lafayette Investments's Medtronic position peaked at $3.04M in Q1 2015.
1,268 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on Lafayette Investments's 13F filing for Q4 2016, filed 13 Feb 2017.