Partnervest Advisory Services’s Medtronic MDT Stock Holding History

Partnervest Advisory Services’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 Q3	$201K	Buy	+1,933	New	+$194K	0.06%	230
2015 Q2	–	Sell	-3,681	Closed	-$287K	–	192
2015 Q1	$287K	Buy	+3,681	New	+$279K	0.15%	118
2014 Q3	–	Sell	-358	Closed	-$23K	–	535
2014 Q2	$23K	Buy	358 +1	+0.3%	+$61	0.01%	511
2014 Q1	$22K	Sell	357 -675	-65%	-$39.3K	0.01%	480
2013 Q4	$59K	Sell	1,032 -1,487	-59%	-$84.3K	0.03%	288
2013 Q3	$134K	Buy	2,519 +501	+25%	+$27K	0.07%	162
2013 Q2	$104K	Buy	+2,018	New	+$99.8K	0.05%	151

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Partnervest Advisory Services's MDT Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in Medtronic (MDT) in Q3 2020: 1,933 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #230 among its holdings. This is a return to the name: Partnervest Advisory Services previously reported a position in MDT as recently as Q1 2015.

Partnervest Advisory Services first reported a position in MDT in Q2 2013 and has held it in 7 quarters since. The position peaked at $287K in Q1 2015. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

Partnervest Advisory Services held 1,933 shares of Medtronic worth $201K as of Q3 2020.
Medtronic was a new Partnervest Advisory Services position in Q3 2020.
Medtronic made up 0.06% of Partnervest Advisory Services's portfolio in Q3 2020, its #230 holding.
Partnervest Advisory Services first reported a position in Medtronic in Q2 2013 and has held it in 7 quarters since.
Partnervest Advisory Services's Medtronic position peaked at $287K in Q1 2015.
1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.