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Vaughan Nelson Investment Management’s Medtronic MDT Stock Holding History

Vaughan Nelson Investment 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
2018
Q2 		– Sell
-458,435
Closed -$36.8M – 199
2018
Q1 		$36.8M Sell
458,435
-3,855
-0.8% -$318K 0.45% 108
2017
Q4 		$37.3M Buy
462,290
+11,447
+3% +$917K 0.43% 113
2017
Q3 		$35.1M Sell
450,843
-412,721
-48% -$34.3M 0.42% 113
2017
Q2 		$76.6M Sell
863,564
-169,780
-16% -$14.3M 0.92% 23
2017
Q1 		$83.2M Buy
1,033,344
+110,640
+12% +$8.64M 0.98% 21
2016
Q4 		$65.7M Buy
922,704
+114,371
+14% +$8.99M 0.78% 39
2016
Q3 		$69.8M Sell
808,333
-297,795
-27% -$25.9M 0.83% 38
2016
Q2 		$96M Sell
1,106,128
-43,100
-4% -$3.49M 1.21% 13
2016
Q1 		$86.2M Buy
1,149,228
+174,158
+18% +$13.1M 1.09% 20
2015
Q4 		$75M Sell
975,070
-72,866
-7% -$5.49M 0.96% 29
2015
Q3 		$70.1M Buy
1,047,936
+47,586
+5% +$3.5M 1% 27
2015
Q2 		$74.1M Sell
1,000,350
-14,500
-1% -$1.11M 1.04% 29
2015
Q1 		$79.1M Sell
1,014,850
-105,450
-9% -$7.99M 1.21% 20
2014
Q4 		$80.9M Buy
1,120,300
+75,725
+7% +$5.26M 1.18% 26
2014
Q3 		$64.7M Buy
+1,044,575
New +$66.4M 0.97% 38

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vaughan Nelson Investment Management's MDT Position: Q2 2018 in Review

Vaughan Nelson Investment Management sold out of Medtronic (MDT) in Q2 2018, closing a stake of 458,435 shares — an estimated $36.8M sold.

Vaughan Nelson Investment Management first reported a position in MDT in Q3 2014 and held it in 15 quarters. The position peaked at $96M in Q2 2016. 1,409 funds tracked by Wall St. Rank hold MDT as of Q2 2018.

  • Vaughan Nelson Investment Management reported no remaining Medtronic position as of Q2 2018 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 458,435 Medtronic shares in Q2 2018, an estimated $36.8M.
  • Vaughan Nelson Investment Management first reported a position in Medtronic in Q3 2014 and held it in 15 quarters.
  • Vaughan Nelson Investment Management's Medtronic position peaked at $96M in Q2 2016.
  • 1,409 funds tracked by Wall St. Rank held Medtronic as of Q2 2018.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.