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Old West Investment Management’s Medtronic MDT Stock Holding History

Old West Investment Management’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
2014
Q1 		– Sell
-15,377
Closed -$882K – 86
2013
Q4 		$882K Sell
15,377
-216
-1% -$12.2K 0.53% 44
2013
Q3 		$830K Sell
15,593
-58
-0.4% -$3.12K 0.4% 48
2013
Q2 		$805K Buy
+15,651
New +$774K 0.4% 44

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Old West Investment Management's MDT Position: Q1 2014 in Review

Old West Investment Management sold out of Medtronic (MDT) in Q1 2014, closing a stake of 15,377 shares — an estimated $882K sold.

Old West Investment Management first reported a position in MDT in Q2 2013 and held it in 3 quarters. The position peaked at $882K in Q4 2013. 1,075 funds tracked by Wall St. Rank hold MDT as of Q1 2014.

  • Old West Investment Management reported no remaining Medtronic position as of Q1 2014 after selling out during the quarter.
  • Old West Investment Management sold 15,377 Medtronic shares in Q1 2014, an estimated $882K.
  • Old West Investment Management first reported a position in Medtronic in Q2 2013 and held it in 3 quarters.
  • Old West Investment Management's Medtronic position peaked at $882K in Q4 2013.
  • 1,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2014.

Based on Old West Investment Management's 13F filing for Q1 2014, filed 14 May 2014.