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Strategic Global Advisors’s Medtronic MDT Stock Holding History

Strategic Global 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
2020
Q4 		– Sell
-2,901
Closed -$301K – 169
2020
Q3 		$301K Sell
2,901
-26,413
-90% -$2.65M 0.06% 138
2020
Q2 		$2.69M Buy
29,314
+2,470
+9% +$237K 0.57% 52
2020
Q1 		$2.42M Buy
26,844
+12,341
+85% +$1.31M 0.62% 48
2019
Q4 		$1.65M Sell
14,503
-53
-0.4% -$5.82K 0.34% 79
2019
Q3 		$1.58M Sell
14,556
-15,239
-51% -$1.59M 0.36% 77
2019
Q2 		$2.9M Sell
29,795
-1,434
-5% -$131K 0.62% 46
2019
Q1 		$2.84M Buy
31,229
+27,486
+734% +$2.46M 0.6% 54
2018
Q4 		$340K Buy
+3,743
New +$350K 0.12% 126
2016
Q1 		– Sell
-33,796
Closed -$2.6M – 152
2015
Q4 		$2.6M Buy
33,796
+84
+0.2% +$6.32K 1.11% 25
2015
Q3 		$2.26M Buy
33,712
+2,501
+8% +$184K 1.08% 32
2015
Q2 		$2.31M Buy
31,211
+4,850
+18% +$371K 1.35% 9
2015
Q1 		$2.06M Buy
+26,361
New +$2M 1.52% 8

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Global Advisors's MDT Position: Q4 2020 in Review

Strategic Global Advisors sold out of Medtronic (MDT) in Q4 2020, closing a stake of 2,901 shares — an estimated $301K sold.

Strategic Global Advisors first reported a position in MDT in Q1 2015 and held it in 12 quarters. The position peaked at $2.9M in Q2 2019. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

  • Strategic Global Advisors reported no remaining Medtronic position as of Q4 2020 after selling out during the quarter.
  • Strategic Global Advisors sold 2,901 Medtronic shares in Q4 2020, an estimated $301K.
  • Strategic Global Advisors first reported a position in Medtronic in Q1 2015 and held it in 12 quarters.
  • Strategic Global Advisors's Medtronic position peaked at $2.9M in Q2 2019.
  • 1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Strategic Global Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.