Omni Partners’s Medtronic MDT Stock Holding History

Omni 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
2014 Q4	$3.12M	Buy	+48,000	New	+$3.33M	14.03%	3

Other funds holding MDT

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Omni Partners's MDT Position: Q4 2014 in Review

Omni Partners opened a new position in Medtronic (MDT) in Q4 2014: 48,000 shares worth $3.12M. The stake represents 14.03% of the portfolio and ranks #3 among its holdings.

1,155 funds tracked by Wall St. Rank hold MDT as of Q4 2014.

Omni Partners held 48,000 shares of Medtronic worth $3.12M as of Q4 2014.
Medtronic was a new Omni Partners position in Q4 2014.
Medtronic made up 14.03% of Omni Partners's portfolio in Q4 2014, its #3 holding.
1,155 funds tracked by Wall St. Rank held Medtronic as of Q4 2014.

Based on Omni Partners's 13F filing for Q4 2014, filed 17 Feb 2015.