MU Investments Company’s Medtronic MDT Stock Holding History

MU Investments Company’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
2018 Q1	–	Sell	-230	Closed	-$19K	–	97
2017 Q4	$19K	Buy	+230	New	+$18.4K	0.01%	146
2017 Q3	–	Sell	-480	Closed	-$43K	–	171
2017 Q2	$43K	Sell	480 -120	-20%	-$10.1K	0.03%	109
2017 Q1	$49K	Sell	600 -150	-20%	-$11.7K	0.03%	126
2016 Q4	$54K	Sell	750 -350	-32%	-$27.5K	0.04%	128
2016 Q3	$94K	Sell	1,100 -800	-42%	-$69.7K	0.07%	82
2016 Q2	$162K	Buy	+1,900	New	+$154K	0.11%	97
2016 Q1	–	Sell	-1,180	Closed	-$91K	–	189
2015 Q4	$91K	Sell	1,180 -4,964	-81%	-$374K	0.05%	193
2015 Q3	$408K	Hold	6,144	–	–	0.22%	79
2015 Q2	$450K	Buy	6,144 +1,300	+27%	+$99.3K	0.21%	79
2015 Q1	$380K	Buy	4,844 +2,064	+74%	+$156K	0.18%	106
2014 Q4	$205K	Sell	2,780 -70,700	-96%	-$4.91M	0.09%	191
2014 Q3	$4.59M	Hold	73,480	–	–	2.26%	11
2014 Q2	$4.71M	Hold	73,480	–	–	2.16%	10
2014 Q1	$4.44M	Hold	73,480	–	–	2.06%	12
2013 Q4	$4.22M	Buy	73,480 +70,700	+2,543%	+$4.01M	1.82%	15
2013 Q3	$147K	Hold	2,780	–	–	0.07%	214
2013 Q2	$144K	Buy	+2,780	New	+$137K	0.06%	212

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

MU Investments Company's MDT Position: Q1 2018 in Review

MU Investments Company sold out of Medtronic (MDT) in Q1 2018, closing a stake of 230 shares — an estimated $19K sold.

MU Investments Company first reported a position in MDT in Q2 2013 and held it in 17 quarters. The position peaked at $4.71M in Q2 2014. 1,382 funds tracked by Wall St. Rank hold MDT as of Q1 2018.

MU Investments Company reported no remaining Medtronic position as of Q1 2018 after selling out during the quarter.
MU Investments Company sold 230 Medtronic shares in Q1 2018, an estimated $19K.
MU Investments Company first reported a position in Medtronic in Q2 2013 and held it in 17 quarters.
MU Investments Company's Medtronic position peaked at $4.71M in Q2 2014.
1,382 funds tracked by Wall St. Rank held Medtronic as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.