NewFocus Financial Group’s Medtronic MDT Stock Holding History

NewFocus Financial Group’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 Q3	–	Sell	-8,480	Closed	-$778K	–	116
2020 Q2	$778K	Buy	+8,480	New	+$813K	0.28%	67
2016 Q2	–	Sell	-45,427	Closed	-$3.41M	–	51
2016 Q1	$3.41M	Buy	45,427 +709	+2%	+$53.4K	2.49%	15
2015 Q4	$3.44M	Sell	44,718 -5,235	-10%	-$394K	2.39%	15
2015 Q3	$3.34M	Buy	49,953 +381	+0.8%	+$28.1K	2.57%	14
2015 Q2	$3.67M	Sell	49,572 -1,052	-2%	-$80.4K	2.37%	17
2015 Q1	$3.95M	Sell	50,624 -636	-1%	-$48.2K	2.46%	15
2014 Q4	$3.7M	Sell	51,260 -193	-0.4%	-$13.4K	2.55%	14
2014 Q3	$3.17M	Sell	51,453 -1,158	-2%	-$73.6K	2.56%	15
2014 Q2	$3.35M	Sell	52,611 -19,020	-27%	-$1.16M	2.65%	18
2014 Q1	$4.41M	Sell	71,631 -1,166	-2%	-$67.9K	3.65%	6
2013 Q4	$4.18M	Buy	+72,797	New	+$4.13M	3.52%	7

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NewFocus Financial Group's MDT Position: Q3 2020 in Review

NewFocus Financial Group sold out of Medtronic (MDT) in Q3 2020, closing a stake of 8,480 shares — an estimated $778K sold.

NewFocus Financial Group first reported a position in MDT in Q4 2013 and held it in 11 quarters. The position peaked at $4.41M in Q1 2014. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

NewFocus Financial Group reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
NewFocus Financial Group sold 8,480 Medtronic shares in Q3 2020, an estimated $778K.
NewFocus Financial Group first reported a position in Medtronic in Q4 2013 and held it in 11 quarters.
NewFocus Financial Group's Medtronic position peaked at $4.41M in Q1 2014.
1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on NewFocus Financial Group's 13F filing for Q3 2020, filed 26 Oct 2020.