NFG
MDT icon

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 – 52
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return