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Lumina Fund Management’s Medtronic MDT Stock Holding History

Lumina Fund Management’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
2017
Q1 		– Sell
-100,000
Closed -$7.12M – 52
2016
Q4 		$7.12M Buy
+100,000
New +$7.86M 0.75% 8

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lumina Fund Management's MDT Position: Q1 2017 in Review

Lumina Fund Management sold out of Medtronic (MDT) in Q1 2017, closing a stake of 100,000 shares — an estimated $7.12M sold.

Lumina Fund Management first reported a position in MDT in Q4 2016 and held it in 1 quarter. The position peaked at $7.12M in Q4 2016. 1,283 funds tracked by Wall St. Rank hold MDT as of Q1 2017.

  • Lumina Fund Management reported no remaining Medtronic position as of Q1 2017 after selling out during the quarter.
  • Lumina Fund Management sold 100,000 Medtronic shares in Q1 2017, an estimated $7.12M.
  • Lumina Fund Management first reported a position in Medtronic in Q4 2016 and held it in 1 quarter.
  • Lumina Fund Management's Medtronic position peaked at $7.12M in Q4 2016.
  • 1,283 funds tracked by Wall St. Rank held Medtronic as of Q1 2017.

Based on Lumina Fund Management's 13F filing for Q1 2017, filed 12 May 2017.