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Omnia Family Wealth’s Medtronic MDT Stock Holding History

Omnia Family Wealth’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
Q1 		– Sell
-2,287
Closed -$261K – 84
2019
Q4 		$261K Buy
+2,287
New +$251K 0.12% 82
2019
Q3 		– Sell
-2,438
Closed -$237K – 95
2019
Q2 		$237K Buy
2,438
+181
+8% +$16.5K 0.12% 85
2019
Q1 		$207K Buy
2,257
+18
+0.8% +$1.61K 0.1% 87
2018
Q4 		$205K Hold
2,239
– – 0.11% 84
2018
Q3 		$221K Hold
2,239
– – 0.1% 84
2018
Q2 		$192K Buy
2,239
+38
+2% +$3.17K 0.09% 89
2018
Q1 		$178K Sell
2,201
-431
-16% -$35.5K 0.08% 92
2017
Q4 		$214K Buy
2,632
+453
+21% +$36.3K 0.1% 85
2017
Q3 		$170K Sell
2,179
-90
-4% -$7.47K 0.08% 96
2017
Q2 		$201K Sell
2,269
-1,122
-33% -$94.6K 0.1% 88
2017
Q1 		$275K Sell
3,391
-445
-12% -$34.8K 0.13% 69
2016
Q4 		$275K Buy
+3,836
New +$301K 0.14% 74

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Omnia Family Wealth's MDT Position: Q1 2020 in Review

Omnia Family Wealth sold out of Medtronic (MDT) in Q1 2020, closing a stake of 2,287 shares — an estimated $261K sold.

Omnia Family Wealth first reported a position in MDT in Q4 2016 and held it in 12 quarters. The position peaked at $275K in Q1 2017. 1,762 funds tracked by Wall St. Rank hold MDT as of Q1 2020.

  • Omnia Family Wealth reported no remaining Medtronic position as of Q1 2020 after selling out during the quarter.
  • Omnia Family Wealth sold 2,287 Medtronic shares in Q1 2020, an estimated $261K.
  • Omnia Family Wealth first reported a position in Medtronic in Q4 2016 and held it in 12 quarters.
  • Omnia Family Wealth's Medtronic position peaked at $275K in Q1 2017.
  • 1,762 funds tracked by Wall St. Rank held Medtronic as of Q1 2020.

Based on Omnia Family Wealth's 13F filing for Q1 2020, filed 5 May 2020.