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Velanne Asset Management’s Medtronic MDT Stock Holding History

Velanne Asset 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
2020
Q4 		– Sell
-56,875
Closed -$5.91M – 19
2020
Q3 		$5.91M Sell
56,875
-55,227
-49% -$5.55M 4.39% 14
2020
Q2 		$10.3M Sell
112,102
-3,302
-3% -$317K 7.85% 3
2020
Q1 		$10.4M Buy
115,404
+11,198
+11% +$1.19M 9.51% 2
2019
Q4 		$11.8M Buy
104,206
+49
+0% +$5.38K 6.97% 3
2019
Q3 		$11.3M Buy
104,157
+5,175
+5% +$540K 7.24% 3
2019
Q2 		$9.64M Buy
98,982
+1,583
+2% +$145K 6.13% 5
2019
Q1 		$8.87M Buy
97,399
+3,836
+4% +$343K 6.13% 4
2018
Q4 		$8.51M Buy
+93,563
New +$8.74M 6.8% 5

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

Velanne Asset Management's MDT Position: Q4 2020 in Review

Velanne Asset Management sold out of Medtronic (MDT) in Q4 2020, closing a stake of 56,875 shares — an estimated $5.91M sold.

Velanne Asset Management first reported a position in MDT in Q4 2018 and held it in 8 quarters. The position peaked at $11.8M in Q4 2019. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

  • Velanne Asset Management reported no remaining Medtronic position as of Q4 2020 after selling out during the quarter.
  • Velanne Asset Management sold 56,875 Medtronic shares in Q4 2020, an estimated $5.91M.
  • Velanne Asset Management first reported a position in Medtronic in Q4 2018 and held it in 8 quarters.
  • Velanne Asset Management's Medtronic position peaked at $11.8M in Q4 2019.
  • 1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Velanne Asset Management's 13F filing for Q4 2020, filed 9 Feb 2021.