Steel Grove Capital Advisors’s Medtronic MDT Stock Holding History

Steel Grove Capital Advisors’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
2019 Q1	–	Sell	-2,423	Closed	-$222K	–	212
2018 Q4	$222K	Hold	2,423	–	–	0.03%	286
2018 Q3	$240K	Hold	2,423	–	–	0.03%	277
2018 Q2	$207K	Buy	+2,423	New	+$202K	0.03%	291
2017 Q3	–	Sell	-2,538	Closed	-$225K	–	293
2017 Q2	$225K	Sell	2,538 -885	-26%	-$74.6K	0.04%	251
2017 Q1	$277K	Hold	3,423	–	–	0.05%	233
2016 Q4	$245K	Sell	3,423 -1,750	-34%	-$137K	0.05%	219
2016 Q3	$449K	Buy	5,173 +2,379	+85%	+$207K	0.1%	122
2016 Q2	$242K	Hold	2,794	–	–	0.06%	155
2016 Q1	$211K	Buy	2,794 +150	+6%	+$11.3K	0.05%	165
2015 Q4	$204K	Sell	2,644 -3,290	-55%	-$248K	0.05%	183
2015 Q3	$400K	Buy	+5,934	New	+$437K	0.1%	117

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steel Grove Capital Advisors's MDT Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of Medtronic (MDT) in Q1 2019, closing a stake of 2,423 shares — an estimated $222K sold.

Steel Grove Capital Advisors first reported a position in MDT in Q3 2015 and held it in 11 quarters. The position peaked at $449K in Q3 2016. 1,602 funds tracked by Wall St. Rank hold MDT as of Q1 2019.

Steel Grove Capital Advisors reported no remaining Medtronic position as of Q1 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 2,423 Medtronic shares in Q1 2019, an estimated $222K.
Steel Grove Capital Advisors first reported a position in Medtronic in Q3 2015 and held it in 11 quarters.
Steel Grove Capital Advisors's Medtronic position peaked at $449K in Q3 2016.
1,602 funds tracked by Wall St. Rank held Medtronic as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.