OEP
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Ocean Endowment Partners’s Medtronic MDT Stock Holding History

Ocean Endowment Partners’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
Q2 		– Sell
-4,430
Closed -$399K – 21
2020
Q1 		$399K Sell
4,430
-2,670
-38% -$284K 0.55% 16
2019
Q4 		$805K Buy
+7,100
New +$779K 0.76% 14

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Ocean Endowment Partners's MDT Position: Q2 2020 in Review

Ocean Endowment Partners sold out of Medtronic (MDT) in Q2 2020, closing a stake of 4,430 shares — an estimated $399K sold.

Ocean Endowment Partners first reported a position in MDT in Q4 2019 and held it in 2 quarters. The position peaked at $805K in Q4 2019. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

  • Ocean Endowment Partners reported no remaining Medtronic position as of Q2 2020 after selling out during the quarter.
  • Ocean Endowment Partners sold 4,430 Medtronic shares in Q2 2020, an estimated $399K.
  • Ocean Endowment Partners first reported a position in Medtronic in Q4 2019 and held it in 2 quarters.
  • Ocean Endowment Partners's Medtronic position peaked at $805K in Q4 2019.
  • 1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Ocean Endowment Partners's 13F filing for Q2 2020, filed 4 Aug 2020.