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Miles Capital’s Medtronic MDT Stock Holding History

Miles Capital’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
Q1 		$254K Buy
2,814
+372
+15% +$39.6K 0.27% 94
2019
Q4 		$277K Sell
2,442
-183
-7% -$20.1K 0.22% 118
2019
Q3 		$285K Sell
2,625
-156
-6% -$16.3K 0.24% 114
2019
Q2 		$271K Buy
2,781
+152
+6% +$13.9K 0.22% 115
2019
Q1 		$239K Sell
2,629
-7
-0.3% -$627 0.21% 132
2018
Q4 		$240K Buy
2,636
+78
+3% +$7.29K 0.24% 126
2018
Q3 		$252K Sell
2,558
-1,381
-35% -$128K 0.2% 137
2018
Q2 		$337K Sell
3,939
-26
-0.7% -$2.17K 0.21% 96
2018
Q1 		$318K Buy
+3,965
New +$327K 0.18% 107
2017
Q3 		– Sell
-2,581
Closed -$229K – 212
2017
Q2 		$229K Buy
2,581
+86
+3% +$7.25K 0.12% 161
2017
Q1 		$201K Buy
+2,495
New +$195K 0.11% 192
2016
Q3 		– Sell
-3,403
Closed -$295K – 186
2016
Q2 		$295K Sell
3,403
-2,469
-42% -$200K 0.2% 114
2016
Q1 		$440K Sell
5,872
-73
-1% -$5.5K 0.3% 84
2015
Q4 		$457K Sell
5,945
-186
-3% -$14K 0.31% 85
2015
Q3 		$410K Sell
6,131
-10,560
-63% -$778K 0.29% 88
2015
Q2 		$1.24M Sell
16,691
-619
-4% -$47.3K 0.81% 26
2015
Q1 		$1.35M Buy
17,310
+6,295
+57% +$477K 0.8% 27
2014
Q4 		$795K Buy
11,015
+559
+5% +$38.8K 0.43% 63
2014
Q3 		$648K Buy
+10,456
New +$665K 0.34% 65

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Miles Capital's MDT Position: Q1 2020 in Review

Miles Capital increased its Medtronic (MDT) stake by 15% in Q1 2020, buying an estimated $39.6K and bringing the position to 2,814 shares worth $254K. The position accounts for 0.27% of the portfolio, ranked #94.

Miles Capital first reported a position in MDT in Q3 2014 and has held it in 19 quarters since. The position peaked at $1.35M in Q1 2015. 1,761 funds tracked by Wall St. Rank hold MDT as of Q1 2020.

  • Miles Capital held 2,814 shares of Medtronic worth $254K as of Q1 2020.
  • Miles Capital bought 372 Medtronic shares in Q1 2020, an estimated $39.6K.
  • Medtronic made up 0.27% of Miles Capital's portfolio in Q1 2020, its #94 holding.
  • Miles Capital first reported a position in Medtronic in Q3 2014 and has held it in 19 quarters since.
  • Miles Capital's Medtronic position peaked at $1.35M in Q1 2015.
  • 1,761 funds tracked by Wall St. Rank held Medtronic as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.