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Portfolio Strategies’s Medtronic MDT Stock Holding History

Portfolio Strategies’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
2018
Q4 		– Sell
-523
Closed -$51K – 133
2018
Q3 		$51K Hold
523
– – 0.03% 71
2018
Q2 		$45K Hold
523
– – 0.03% 71
2018
Q1 		$42K Hold
523
– – 0.03% 80
2017
Q4 		$42K Buy
+523
New +$41.9K 0.03% 83

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Portfolio Strategies's MDT Position: Q4 2018 in Review

Portfolio Strategies sold out of Medtronic (MDT) in Q4 2018, closing a stake of 523 shares — an estimated $51K sold.

Portfolio Strategies first reported a position in MDT in Q4 2017 and held it in 4 quarters. The position peaked at $51K in Q3 2018. 1,563 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

  • Portfolio Strategies reported no remaining Medtronic position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 523 Medtronic shares in Q4 2018, an estimated $51K.
  • Portfolio Strategies first reported a position in Medtronic in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's Medtronic position peaked at $51K in Q3 2018.
  • 1,563 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.