Numeric Investors’s Medtronic MDT Stock Holding History

Numeric Investors’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
2017 Q4	$207M	Buy	2,558,700 +1,909,902	+294%	+$153M	1.5%	12
2017 Q3	$50.5M	Sell	648,798 -309,702	-32%	-$25.7M	0.39%	62
2017 Q2	$85.1M	Buy	+958,500	New	+$80.8M	0.75%	32
2017 Q1	–	Sell	-13,200	Closed	-$940K	–	1097
2016 Q4	$940K	Buy	13,200 +8,900	+207%	+$699K	0.01%	677
2016 Q3	$372K	Buy	4,300 +600	+16%	+$52.3K	﹤0.01%	875
2016 Q2	$321K	Buy	+3,700	New	+$299K	﹤0.01%	867
2015 Q2	–	Sell	-12,200	Closed	-$951K	–	1019
2015 Q1	$951K	Buy	+12,200	New	+$925K	0.01%	487
2014 Q3	–	Sell	-105,200	Closed	-$6.71M	–	898
2014 Q2	$6.71M	Sell	105,200 -151,300	-59%	-$9.19M	0.1%	197
2014 Q1	$15.8M	Sell	256,500 -273,400	-52%	-$15.9M	0.27%	92
2013 Q4	$30.4M	Buy	529,900 +400,000	+308%	+$22.7M	0.51%	50
2013 Q3	$6.92M	Sell	129,900 -1,646,000	-93%	-$88.6M	0.13%	174
2013 Q2	$91.4M	Buy	+1,775,900	New	+$87.8M	1.83%	7

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Numeric Investors's MDT Position: Q4 2017 in Review

Numeric Investors increased its Medtronic (MDT) stake by 294% in Q4 2017, buying an estimated $153M and bringing the position to 2,558,700 shares worth $207M. The position accounts for 1.5% of the portfolio, ranked #12.

Numeric Investors first reported a position in MDT in Q2 2013 and has held it in 12 quarters since. 1,408 funds tracked by Wall St. Rank hold MDT as of Q4 2017.

Numeric Investors held 2,558,700 shares of Medtronic worth $207M as of Q4 2017.
Numeric Investors bought 1,909,902 Medtronic shares in Q4 2017, an estimated $153M.
Medtronic made up 1.5% of Numeric Investors's portfolio in Q4 2017, its #12 holding.
Numeric Investors first reported a position in Medtronic in Q2 2013 and has held it in 12 quarters since.
1,408 funds tracked by Wall St. Rank held Medtronic as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.