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Marvin & Palmer Associates’s Medtronic MDT Stock Holding History

Marvin & Palmer Associates’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
-31,100
Closed -$2.7M – 44
2016
Q3 		$2.7M Buy
31,100
+7,725
+33% +$673K 2.12% 21
2016
Q2 		$2.03M Sell
23,375
-4,350
-16% -$352K 2.75% 17
2016
Q1 		$2.09M Buy
27,725
+1,000
+4% +$75.3K 2.44% 16
2015
Q4 		$2.07M Sell
26,725
-1,100
-4% -$82.8K 2.12% 24
2015
Q3 		$1.87M Sell
27,825
-3,225
-10% -$238K 2.24% 23
2015
Q2 		$2.31M Buy
31,050
+10,100
+48% +$772K 2.19% 22
2015
Q1 		$1.64M Buy
20,950
+2,251
+12% +$171K 1.42% 36
2014
Q4 		$1.36M Buy
+18,699
New +$1.3M 1.38% 33

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Marvin & Palmer Associates's MDT Position: Q4 2016 in Review

Marvin & Palmer Associates sold out of Medtronic (MDT) in Q4 2016, closing a stake of 31,100 shares — an estimated $2.7M sold.

Marvin & Palmer Associates first reported a position in MDT in Q4 2014 and held it in 8 quarters. The position peaked at $2.7M in Q3 2016. 1,268 funds tracked by Wall St. Rank hold MDT as of Q4 2016.

  • Marvin & Palmer Associates reported no remaining Medtronic position as of Q4 2016 after selling out during the quarter.
  • Marvin & Palmer Associates sold 31,100 Medtronic shares in Q4 2016, an estimated $2.7M.
  • Marvin & Palmer Associates first reported a position in Medtronic in Q4 2014 and held it in 8 quarters.
  • Marvin & Palmer Associates's Medtronic position peaked at $2.7M in Q3 2016.
  • 1,268 funds tracked by Wall St. Rank held Medtronic as of Q4 2016.

Based on Marvin & Palmer Associates's 13F filing for Q4 2016, filed 10 Feb 2017.