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Planning Solutions Group’s Medtronic MDT Stock Holding History

Planning Solutions Group’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
2019
Q2 		$229K Hold
2,349
– – 0.12% 123
2019
Q1 		$214K Buy
2,349
+40
+2% +$3.58K 0.11% 124
2018
Q4 		$210K Buy
+2,309
New +$216K 0.13% 113

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Solutions Group's MDT Position: Q2 2019 in Review

Planning Solutions Group held its Medtronic (MDT) position steady in Q2 2019 at 2,349 shares worth $229K. The position accounts for 0.12% of the portfolio, ranked #123.

Planning Solutions Group first reported a position in MDT in Q4 2018 and has held it in 3 quarters since. 1,619 funds tracked by Wall St. Rank hold MDT as of Q2 2019.

  • Planning Solutions Group held 2,349 shares of Medtronic worth $229K as of Q2 2019.
  • Planning Solutions Group left its Medtronic share count unchanged in Q2 2019.
  • Medtronic made up 0.12% of Planning Solutions Group's portfolio in Q2 2019, its #123 holding.
  • Planning Solutions Group first reported a position in Medtronic in Q4 2018 and has held it in 3 quarters since.
  • 1,619 funds tracked by Wall St. Rank held Medtronic as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.