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Rockefeller Financial Services’s Medtronic MDT Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$110M Buy
1,366,961
+1,318,054
+2,695% +$106M 1.74% 17
2017
Q3 		$3.8M Buy
48,907
+613
+1% +$50.9K 0.07% 124
2017
Q2 		$4.29M Sell
48,294
-2,628
-5% -$222K 0.09% 118
2017
Q1 		$4.1M Buy
50,922
+1,283
+3% +$100K 0.08% 119
2016
Q4 		$3.54M Buy
49,639
+13,419
+37% +$1.05M 0.07% 127
2016
Q3 		$3.13M Buy
36,220
+859
+2% +$74.9K 0.07% 127
2016
Q2 		$3.07M Buy
+35,361
New +$2.86M 0.06% 130
2015
Q1 		– Sell
-19,167
Closed -$1.38M – 530
2014
Q4 		$1.38M Hold
19,167
– – 0.03% 171
2014
Q3 		$1.19M Sell
19,167
-23,939
-56% -$1.52M 0.03% 198
2014
Q2 		$2.75M Sell
43,106
-498
-1% -$30.3K 0.06% 161
2014
Q1 		$2.68M Sell
43,604
-588
-1% -$34.3K 0.06% 168
2013
Q4 		$2.54M Buy
44,192
+2,265
+5% +$128K 0.05% 178
2013
Q3 		$2.23M Buy
41,927
+4,999
+14% +$269K 0.05% 185
2013
Q2 		$1.9M Buy
+36,928
New +$1.83M 0.05% 188

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Rockefeller Financial Services's MDT Position: Q4 2017 in Review

Rockefeller Financial Services increased its Medtronic (MDT) stake by 2,695% in Q4 2017, buying an estimated $106M and bringing the position to 1,366,961 shares worth $110M. The position accounts for 1.74% of the portfolio, ranked #17.

Rockefeller Financial Services first reported a position in MDT in Q2 2013 and has held it in 14 quarters since. 1,408 funds tracked by Wall St. Rank hold MDT as of Q4 2017.

  • Rockefeller Financial Services held 1,366,961 shares of Medtronic worth $110M as of Q4 2017.
  • Rockefeller Financial Services bought 1,318,054 Medtronic shares in Q4 2017, an estimated $106M.
  • Medtronic made up 1.74% of Rockefeller Financial Services's portfolio in Q4 2017, its #17 holding.
  • Rockefeller Financial Services first reported a position in Medtronic in Q2 2013 and has held it in 14 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Medtronic as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.