Security National Bank of Sioux City Iowa’s Medtronic MDT Stock Holding History

Security National Bank of Sioux City Iowa’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 Q4	–	Sell	-4,650	Closed	-$457K	–	84
2018 Q3	$457K	Sell	4,650 -6,750	-59%	-$624K	0.4%	63
2018 Q2	$976K	Sell	11,400 -11,250	-50%	-$940K	0.92%	52
2018 Q1	$1.82M	Sell	22,650 -6,500	-22%	-$536K	1.7%	18
2017 Q4	$2.35M	Hold	29,150	–	–	2.13%	8
2017 Q3	$2.27M	Hold	29,150	–	–	2.22%	8
2017 Q2	$2.59M	Sell	29,150 -29	-0.1%	-$2.44K	2.54%	5
2017 Q1	$2.35M	Hold	29,179	–	–	2.32%	6
2016 Q4	$2.08M	Buy	29,179 +29	+0.1%	+$2.28K	2.16%	9
2016 Q3	$2.52M	Sell	29,150 -47	-0.2%	-$4.09K	2.81%	5
2016 Q2	$2.53M	Sell	29,197 -8,052	-22%	-$651K	2.87%	5
2016 Q1	$2.79M	Buy	+37,249	New	+$2.81M	3.27%	3
2015 Q2	–	Sell	-21,883	Closed	-$1.71M	–	77
2015 Q1	$1.71M	Sell	21,883 -217	-1%	-$16.4K	1.84%	14
2014 Q4	$1.6M	Sell	22,100 -533	-2%	-$37K	1.79%	14
2014 Q3	$1.4M	Buy	22,633 +135	+0.6%	+$8.58K	1.57%	28
2014 Q2	$1.43M	Buy	22,498 +125	+0.6%	+$7.59K	1.62%	24
2014 Q1	$1.38M	Sell	22,373 -245	-1%	-$14.3K	1.61%	23
2013 Q4	$1.3M	Buy	22,618 +2,020	+10%	+$115K	1.57%	30
2013 Q3	$1.1M	Sell	20,598 -105	-0.5%	-$5.65K	1.59%	26
2013 Q2	$1.07M	Buy	+20,703	New	+$1.02M	1.67%	22

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Security National Bank of Sioux City Iowa's MDT Position: Q4 2018 in Review

Security National Bank of Sioux City Iowa sold out of Medtronic (MDT) in Q4 2018, closing a stake of 4,650 shares — an estimated $457K sold.

Security National Bank of Sioux City Iowa first reported a position in MDT in Q2 2013 and held it in 19 quarters. The position peaked at $2.79M in Q1 2016. 1,564 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

Security National Bank of Sioux City Iowa reported no remaining Medtronic position as of Q4 2018 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 4,650 Medtronic shares in Q4 2018, an estimated $457K.
Security National Bank of Sioux City Iowa first reported a position in Medtronic in Q2 2013 and held it in 19 quarters.
Security National Bank of Sioux City Iowa's Medtronic position peaked at $2.79M in Q1 2016.
1,564 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2018, filed 14 Feb 2019.