Lodestar Investment Counsel’s Medtronic MDT Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$3.4M	Sell	34,918 -3,525	-9%	-$322K	0.35%	62
2019 Q1	$3.5M	Buy	38,443 +25,625	+200%	+$2.29M	0.37%	60
2018 Q4	$1.17M	Buy	12,818 +7,825	+157%	+$731K	0.14%	83
2018 Q3	$491K	Hold	4,993	–	–	0.05%	129
2018 Q2	$427K	Hold	4,993	–	–	0.05%	140
2018 Q1	$401K	Buy	4,993 +494	+11%	+$40.7K	0.05%	138
2017 Q4	$363K	Sell	4,499 -422	-9%	-$33.8K	0.04%	143
2017 Q3	$383K	Buy	4,921 +126	+3%	+$10.5K	0.05%	135
2017 Q2	$426K	Hold	4,795	–	–	0.05%	128
2017 Q1	$386K	Sell	4,795 -100	-2%	-$7.81K	0.05%	130
2016 Q4	$349K	Sell	4,895 -1,167	-19%	-$91.7K	0.05%	132
2016 Q3	$524K	Sell	6,062 -226	-4%	-$19.7K	0.07%	109
2016 Q2	$546K	Sell	6,288 -3,525	-36%	-$285K	0.08%	107
2016 Q1	$736K	Buy	9,813 +2,782	+40%	+$210K	0.11%	91
2015 Q4	$541K	Buy	7,031 +71	+1%	+$5.34K	0.09%	97
2015 Q3	$466K	Sell	6,960 -105	-1%	-$7.73K	0.08%	101
2015 Q2	$524K	Sell	7,065 -395	-5%	-$30.2K	0.08%	99
2015 Q1	$582K	Buy	+7,460	New	+$565K	0.09%	94

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lodestar Investment Counsel's MDT Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its Medtronic (MDT) stake by 9.2% in Q2 2019, selling an estimated $322K and leaving 34,918 shares worth $3.4M. The position accounts for 0.35% of the portfolio, ranked #62.

Lodestar Investment Counsel first reported a position in MDT in Q1 2015 and has held it in 18 quarters since. The position peaked at $3.5M in Q1 2019. 1,619 funds tracked by Wall St. Rank hold MDT as of Q2 2019.

Lodestar Investment Counsel held 34,918 shares of Medtronic worth $3.4M as of Q2 2019.
Lodestar Investment Counsel sold 3,525 Medtronic shares in Q2 2019, an estimated $322K.
Medtronic made up 0.35% of Lodestar Investment Counsel's portfolio in Q2 2019, its #62 holding.
Lodestar Investment Counsel first reported a position in Medtronic in Q1 2015 and has held it in 18 quarters since.
Lodestar Investment Counsel's Medtronic position peaked at $3.5M in Q1 2019.
1,619 funds tracked by Wall St. Rank held Medtronic as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.