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Progressive Investment Management’s Medtronic MDT Stock Holding History

Progressive Investment Management’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
Q1 		– Sell
-31,416
Closed -$2.54M – 41
2017
Q4 		$2.54M Buy
31,416
+705
+2% +$56.5K 1.7% 32
2017
Q3 		$2.39M Buy
30,711
+169
+0.6% +$14K 1.8% 32
2017
Q2 		$2.71M Sell
30,542
-175
-0.6% -$14.8K 2.11% 29
2017
Q1 		$2.48M Buy
30,717
+35
+0.1% +$2.73K 2.06% 26
2016
Q4 		$2.19M Buy
30,682
+344
+1% +$27K 2% 29
2016
Q3 		$2.62M Buy
30,338
+385
+1% +$33.5K 2.44% 15
2016
Q2 		$2.6M Buy
29,953
+862
+3% +$69.7K 2.52% 14
2016
Q1 		$2.18M Buy
29,091
+23,532
+423% +$1.77M 2.22% 21
2015
Q4 		$428K Hold
5,559
– – 0.46% 51
2015
Q3 		$372K Sell
5,559
-250
-4% -$18.4K 0.43% 57
2015
Q2 		$430K Sell
5,809
-1,089
-16% -$83.2K 0.47% 55
2015
Q1 		$537K Buy
+6,898
New +$523K 1.85% 30

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Progressive Investment Management's MDT Position: Q1 2018 in Review

Progressive Investment Management sold out of Medtronic (MDT) in Q1 2018, closing a stake of 31,416 shares — an estimated $2.54M sold.

Progressive Investment Management first reported a position in MDT in Q1 2015 and held it in 12 quarters. The position peaked at $2.71M in Q2 2017. 1,381 funds tracked by Wall St. Rank hold MDT as of Q1 2018.

  • Progressive Investment Management reported no remaining Medtronic position as of Q1 2018 after selling out during the quarter.
  • Progressive Investment Management sold 31,416 Medtronic shares in Q1 2018, an estimated $2.54M.
  • Progressive Investment Management first reported a position in Medtronic in Q1 2015 and held it in 12 quarters.
  • Progressive Investment Management's Medtronic position peaked at $2.71M in Q2 2017.
  • 1,381 funds tracked by Wall St. Rank held Medtronic as of Q1 2018.

Based on Progressive Investment Management's 13F filing for Q1 2018, filed 2 May 2018.