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Shelter Insurance Profit Sharing’s Medtronic MDT Stock Holding History

Shelter Insurance Profit Sharing’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
2015
Q3 		$3.56M Hold
53,100
– – 1.76% 31
2015
Q2 		$3.94M Sell
53,100
-5,885
-10% -$450K 1.69% 31
2015
Q1 		$4.6M Buy
+58,985
New +$4.47M 1.91% 28

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Shelter Insurance Profit Sharing's MDT Position: Q3 2015 in Review

Shelter Insurance Profit Sharing held its Medtronic (MDT) position steady in Q3 2015 at 53,100 shares worth $3.56M. The position accounts for 1.76% of the portfolio, ranked #31.

Shelter Insurance Profit Sharing first reported a position in MDT in Q1 2015 and has held it in 3 quarters since. The position peaked at $4.6M in Q1 2015. 1,209 funds tracked by Wall St. Rank hold MDT as of Q3 2015.

  • Shelter Insurance Profit Sharing held 53,100 shares of Medtronic worth $3.56M as of Q3 2015.
  • Shelter Insurance Profit Sharing left its Medtronic share count unchanged in Q3 2015.
  • Medtronic made up 1.76% of Shelter Insurance Profit Sharing's portfolio in Q3 2015, its #31 holding.
  • Shelter Insurance Profit Sharing first reported a position in Medtronic in Q1 2015 and has held it in 3 quarters since.
  • Shelter Insurance Profit Sharing's Medtronic position peaked at $4.6M in Q1 2015.
  • 1,209 funds tracked by Wall St. Rank held Medtronic as of Q3 2015.

Based on Shelter Insurance Profit Sharing's 13F filing for Q3 2015, filed 14 Oct 2015.