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Rikoon Group’s Medtronic MDT Stock Holding History

Rikoon 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
2021
Q1 		$1.6M Sell
13,516
-410
-3% -$48.1K 0.43% 49
2020
Q4 		$1.64M Sell
13,926
-121
-0.9% -$13.3K 0.46% 45
2020
Q3 		$1.47M Buy
14,047
+2,426
+21% +$244K 0.45% 48
2020
Q2 		$1.07M Buy
11,621
+5,015
+76% +$481K 0.36% 69
2020
Q1 		$598K Buy
6,606
+4,146
+169% +$441K 0.25% 96
2019
Q4 		$279K Buy
2,460
+365
+17% +$40.1K 0.1% 178
2019
Q3 		$229K Sell
2,095
-165
-7% -$17.2K 0.08% 184
2019
Q2 		$220K Buy
2,260
+65
+3% +$5.93K 0.08% 191
2019
Q1 		$201K Hold
2,195
– – 0.07% 200
2018
Q4 		$200K Buy
2,195
+35
+2% +$3.27K 0.08% 191
2018
Q3 		$212K Buy
+2,160
New +$200K 0.08% 202
2017
Q3 		– Sell
-2,423
Closed -$215K – 165
2017
Q2 		$215K Sell
2,423
-825
-25% -$69.6K 0.1% 159
2017
Q1 		$270K Sell
3,248
-1,521
-32% -$119K 0.12% 143
2016
Q4 		$363K Sell
4,769
-1,706
-26% -$134K 0.16% 122
2016
Q3 		$559K Buy
+6,475
New +$564K 0.44% 67

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Rikoon Group's MDT Position: Q1 2021 in Review

Rikoon Group reduced its Medtronic (MDT) stake by 2.9% in Q1 2021, selling an estimated $48.1K and leaving 13,516 shares worth $1.6M. The position accounts for 0.43% of the portfolio, ranked #49.

Rikoon Group first reported a position in MDT in Q3 2016 and has held it in 15 quarters since. The position peaked at $1.64M in Q4 2020. 1,977 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

  • Rikoon Group held 13,516 shares of Medtronic worth $1.6M as of Q1 2021.
  • Rikoon Group sold 410 Medtronic shares in Q1 2021, an estimated $48.1K.
  • Medtronic made up 0.43% of Rikoon Group's portfolio in Q1 2021, its #49 holding.
  • Rikoon Group first reported a position in Medtronic in Q3 2016 and has held it in 15 quarters since.
  • Rikoon Group's Medtronic position peaked at $1.64M in Q4 2020.
  • 1,977 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.