Stevens First Principles Investment Advisors’s Medtronic MDT Stock Holding History

Stevens First Principles Investment 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 Q2	$3K	Buy	+33	New	+$3.01K	﹤0.01%	148
2019 Q1	–	Sell	-271	Closed	-$25K	–	162
2018 Q4	$25K	Hold	271	–	–	0.02%	108
2018 Q3	$27K	Hold	271	–	–	0.02%	112
2018 Q2	$23K	Hold	271	–	–	0.01%	113
2018 Q1	$22K	Sell	271 -1,300	-83%	-$107K	0.01%	115
2017 Q4	$127K	Sell	1,571 -1,200	-43%	-$96.1K	0.07%	90
2017 Q3	$216K	Hold	2,771	–	–	0.12%	72
2017 Q2	$246K	Hold	2,771	–	–	0.15%	69
2017 Q1	$223K	Hold	2,771	–	–	0.14%	65
2016 Q4	$197K	Hold	2,771	–	–	0.14%	64
2016 Q3	$239K	Hold	2,771	–	–	0.17%	59
2016 Q2	$240K	Hold	2,771	–	–	0.18%	58
2016 Q1	$208K	Hold	2,771	–	–	0.17%	59
2015 Q4	$213K	Hold	2,771	–	–	0.18%	55
2015 Q3	$185K	Hold	2,771	–	–	0.15%	67
2015 Q2	$205K	Hold	2,771	–	–	0.13%	82
2015 Q1	$216K	Hold	2,771	–	–	0.14%	76
2014 Q4	$200K	Hold	2,771	–	–	0.13%	76
2014 Q3	$172K	Hold	2,771	–	–	0.1%	91
2014 Q2	$177K	Buy	2,771 +271	+11%	+$16.5K	0.1%	87
2014 Q1	$154K	Hold	2,500	–	–	0.1%	85
2013 Q4	$143K	Hold	2,500	–	–	0.08%	96
2013 Q3	$133K	Hold	2,500	–	–	0.08%	99
2013 Q2	$129K	Buy	+2,500	New	+$124K	0.09%	85

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stevens First Principles Investment Advisors's MDT Position: Q2 2019 in Review

Stevens First Principles Investment Advisors opened a new position in Medtronic (MDT) in Q2 2019: 33 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #148 among its holdings. This is a return to the name: Stevens First Principles Investment Advisors previously reported a position in MDT as recently as Q4 2018.

Stevens First Principles Investment Advisors first reported a position in MDT in Q2 2013 and has held it in 24 quarters since. The position peaked at $246K in Q2 2017. 1,619 funds tracked by Wall St. Rank hold MDT as of Q2 2019.

Stevens First Principles Investment Advisors held 33 shares of Medtronic worth $3K as of Q2 2019.
Medtronic was a new Stevens First Principles Investment Advisors position in Q2 2019.
Medtronic made up ﹤0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #148 holding.
Stevens First Principles Investment Advisors first reported a position in Medtronic in Q2 2013 and has held it in 24 quarters since.
Stevens First Principles Investment Advisors's Medtronic position peaked at $246K in Q2 2017.
1,619 funds tracked by Wall St. Rank held Medtronic as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.