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Stonehage Fleming (UK)’s Medtronic MDT Stock Holding History

Stonehage Fleming (UK)’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
Q1 		– Sell
-38,460
Closed -$2.78M – 230
2014
Q4 		$2.78M Sell
38,460
-6,100
-14% -$424K 1.37% 12
2014
Q3 		$2.76M Buy
+44,560
New +$2.83M 1.23% 12
2014
Q1 		– Sell
-57,760
Closed -$3.31M – 318
2013
Q4 		$3.31M Buy
+57,760
New +$3.28M 1.34% 19

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stonehage Fleming (UK)'s MDT Position: Q1 2015 in Review

Stonehage Fleming (UK) sold out of Medtronic (MDT) in Q1 2015, closing a stake of 38,460 shares — an estimated $2.78M sold.

Stonehage Fleming (UK) first reported a position in MDT in Q4 2013 and held it in 3 quarters. The position peaked at $3.31M in Q4 2013. 1,246 funds tracked by Wall St. Rank hold MDT as of Q1 2015.

  • Stonehage Fleming (UK) reported no remaining Medtronic position as of Q1 2015 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 38,460 Medtronic shares in Q1 2015, an estimated $2.78M.
  • Stonehage Fleming (UK) first reported a position in Medtronic in Q4 2013 and held it in 3 quarters.
  • Stonehage Fleming (UK)'s Medtronic position peaked at $3.31M in Q4 2013.
  • 1,246 funds tracked by Wall St. Rank held Medtronic as of Q1 2015.

Based on Stonehage Fleming (UK)'s 13F filing for Q1 2015, filed 11 Oct 2019.