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Robert N. Shapiro’s Medtronic MDT Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$460K Sell
6,385
-1,810
-22% -$126K 0.09% 182
2014
Q3 		$508K Sell
8,195
-480
-6% -$30.5K 0.1% 177
2014
Q2 		$553K Hold
8,675
– – 0.11% 171
2014
Q1 		$534K Hold
8,675
– – 0.1% 175
2013
Q4 		$498K Buy
8,675
+280
+3% +$15.9K 0.09% 181
2013
Q3 		$448K Buy
8,395
+870
+12% +$46.8K 0.08% 185
2013
Q2 		$387K Buy
+7,525
New +$372K 0.08% 192

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Robert N. Shapiro's MDT Position: Q4 2014 in Review

Robert N. Shapiro reduced its Medtronic (MDT) stake by 22% in Q4 2014, selling an estimated $126K and leaving 6,385 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #182.

Robert N. Shapiro first reported a position in MDT in Q2 2013 and has held it in 7 quarters since. The position peaked at $553K in Q2 2014. 1,154 funds tracked by Wall St. Rank hold MDT as of Q4 2014.

  • Robert N. Shapiro held 6,385 shares of Medtronic worth $460K as of Q4 2014.
  • Robert N. Shapiro sold 1,810 Medtronic shares in Q4 2014, an estimated $126K.
  • Medtronic made up 0.09% of Robert N. Shapiro's portfolio in Q4 2014, its #182 holding.
  • Robert N. Shapiro first reported a position in Medtronic in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Medtronic position peaked at $553K in Q2 2014.
  • 1,154 funds tracked by Wall St. Rank held Medtronic as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.