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Placemark Investments’s Medtronic MDT Stock Holding History

Placemark Investments’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 		$7.39M Buy
102,380
+8,136
+9% +$565K 0.13% 197
2014
Q3 		$5.84M Buy
94,244
+2,127
+2% +$135K 0.11% 237
2014
Q2 		$5.88M Buy
92,117
+17,528
+23% +$1.06M 0.11% 236
2014
Q1 		$4.59M Buy
74,589
+18,862
+34% +$1.1M 0.09% 263
2013
Q4 		$3.2M Buy
55,727
+3,519
+7% +$200K 0.05% 411
2013
Q3 		$2.78M Buy
52,208
+5,852
+13% +$315K 0.05% 416
2013
Q2 		$2.38M Buy
+46,356
New +$2.29M 0.05% 431

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Placemark Investments's MDT Position: Q4 2014 in Review

Placemark Investments increased its Medtronic (MDT) stake by 8.6% in Q4 2014, buying an estimated $565K and bringing the position to 102,380 shares worth $7.39M. The position accounts for 0.13% of the portfolio, ranked #197.

Placemark Investments first reported a position in MDT in Q2 2013 and has held it in 7 quarters since. 1,154 funds tracked by Wall St. Rank hold MDT as of Q4 2014.

  • Placemark Investments held 102,380 shares of Medtronic worth $7.39M as of Q4 2014.
  • Placemark Investments bought 8,136 Medtronic shares in Q4 2014, an estimated $565K.
  • Medtronic made up 0.13% of Placemark Investments's portfolio in Q4 2014, its #197 holding.
  • Placemark Investments first reported a position in Medtronic in Q2 2013 and has held it in 7 quarters since.
  • 1,154 funds tracked by Wall St. Rank held Medtronic as of Q4 2014.

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