Permanens Capital’s Medtronic MDT Stock Holding History

Permanens Capital’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	-85	Closed	-$10K	–	127
2019 Q4	$10K	Buy	+85	New	+$9.33K	﹤0.01%	107

Other funds holding MDT

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Permanens Capital's MDT Position: Q1 2020 in Review

Permanens Capital sold out of Medtronic (MDT) in Q1 2020, closing a stake of 85 shares — an estimated $10K sold.

Permanens Capital first reported a position in MDT in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 1,763 funds tracked by Wall St. Rank hold MDT as of Q1 2020.

Permanens Capital reported no remaining Medtronic position as of Q1 2020 after selling out during the quarter.
Permanens Capital sold 85 Medtronic shares in Q1 2020, an estimated $10K.
Permanens Capital first reported a position in Medtronic in Q4 2019 and held it in 1 quarter.
Permanens Capital's Medtronic position peaked at $10K in Q4 2019.
1,763 funds tracked by Wall St. Rank held Medtronic as of Q1 2020.

Based on Permanens Capital's 13F filing for Q1 2020, filed 15 May 2020.