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Private Vista’s Medtronic MDT Stock Holding History

Private Vista’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
Q2 		– Sell
-2,678
Closed -$241K – 143
2020
Q1 		$241K Sell
2,678
-130
-5% -$13.8K 0.09% 118
2019
Q4 		$319K Sell
2,808
-247
-8% -$27.1K 0.09% 103
2019
Q3 		$331K Buy
3,055
+142
+5% +$14.8K 0.09% 106
2019
Q2 		$284K Buy
2,913
+20
+0.7% +$1.83K 0.07% 119
2019
Q1 		$263K Sell
2,893
-542
-16% -$48.5K 0.06% 131
2018
Q4 		$312K Buy
3,435
+58
+2% +$5.42K 0.07% 116
2018
Q3 		$332K Sell
3,377
-366
-10% -$33.8K 0.07% 115
2018
Q2 		$320K Buy
3,743
+128
+4% +$10.7K 0.07% 110
2018
Q1 		$290K Buy
+3,615
New +$298K 0.08% 104

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Private Vista's MDT Position: Q2 2020 in Review

Private Vista sold out of Medtronic (MDT) in Q2 2020, closing a stake of 2,678 shares — an estimated $241K sold.

Private Vista first reported a position in MDT in Q1 2018 and held it in 9 quarters. The position peaked at $332K in Q3 2018. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

  • Private Vista reported no remaining Medtronic position as of Q2 2020 after selling out during the quarter.
  • Private Vista sold 2,678 Medtronic shares in Q2 2020, an estimated $241K.
  • Private Vista first reported a position in Medtronic in Q1 2018 and held it in 9 quarters.
  • Private Vista's Medtronic position peaked at $332K in Q3 2018.
  • 1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.