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Legacy Capital Partners’s Medtronic MDT Stock Holding History

Legacy Capital Partners’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 		– Sell
-2,288
Closed -$206K – 151
2020
Q1 		$206K Hold
2,288
– – 0.1% 126
2019
Q4 		$260K Hold
2,288
– – 0.1% 129
2019
Q3 		$249K Hold
2,288
– – 0.11% 133
2019
Q2 		$223K Buy
+2,288
New +$209K 0.1% 131
2018
Q4 		– Sell
-2,427
Closed -$238K – 132
2018
Q3 		$238K Buy
2,427
+58
+2% +$5.36K 0.11% 124
2018
Q2 		$203K Buy
+2,369
New +$198K 0.1% 124

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Legacy Capital Partners's MDT Position: Q2 2020 in Review

Legacy Capital Partners sold out of Medtronic (MDT) in Q2 2020, closing a stake of 2,288 shares — an estimated $206K sold.

Legacy Capital Partners first reported a position in MDT in Q2 2018 and held it in 6 quarters. The position peaked at $260K in Q4 2019. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

  • Legacy Capital Partners reported no remaining Medtronic position as of Q2 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 2,288 Medtronic shares in Q2 2020, an estimated $206K.
  • Legacy Capital Partners first reported a position in Medtronic in Q2 2018 and held it in 6 quarters.
  • Legacy Capital Partners's Medtronic position peaked at $260K in Q4 2019.
  • 1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Legacy Capital Partners's 13F filing for Q2 2020, filed 7 Jul 2020.