SM
MDT icon

Stratton Management’s Medtronic MDT Stock Holding History

Stratton Management’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
Q2 		– Sell
-2,981
Closed -$232K – 338
2015
Q1 		$232K Buy
+2,981
New +$226K 0.01% 331

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stratton Management's MDT Position: Q2 2015 in Review

Stratton Management sold out of Medtronic (MDT) in Q2 2015, closing a stake of 2,981 shares — an estimated $232K sold.

Stratton Management first reported a position in MDT in Q1 2015 and held it in 1 quarter. The position peaked at $232K in Q1 2015. 1,259 funds tracked by Wall St. Rank hold MDT as of Q2 2015.

  • Stratton Management reported no remaining Medtronic position as of Q2 2015 after selling out during the quarter.
  • Stratton Management sold 2,981 Medtronic shares in Q2 2015, an estimated $232K.
  • Stratton Management first reported a position in Medtronic in Q1 2015 and held it in 1 quarter.
  • Stratton Management's Medtronic position peaked at $232K in Q1 2015.
  • 1,259 funds tracked by Wall St. Rank held Medtronic as of Q2 2015.

Based on Stratton Management's 13F filing for Q2 2015, filed 10 Aug 2015.