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Veritas Investment Management’s Medtronic MDT Stock Holding History

Veritas 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
2014
Q4 		– Sell
-2,669
Closed -$165K – 47
2014
Q3 		$165K Sell
2,669
-1,000
-27% -$63.6K 0.05% 51
2014
Q2 		$234K Hold
3,669
– – 0.08% 54
2014
Q1 		$226K Hold
3,669
– – 0.09% 51
2013
Q4 		$211K Hold
3,669
– – 0.1% 50
2013
Q3 		$195K Buy
+3,669
New +$197K 0.11% 43

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Veritas Investment Management's MDT Position: Q4 2014 in Review

Veritas Investment Management sold out of Medtronic (MDT) in Q4 2014, closing a stake of 2,669 shares — an estimated $165K sold.

Veritas Investment Management first reported a position in MDT in Q3 2013 and held it in 5 quarters. The position peaked at $234K in Q2 2014. 1,153 funds tracked by Wall St. Rank hold MDT as of Q4 2014.

  • Veritas Investment Management reported no remaining Medtronic position as of Q4 2014 after selling out during the quarter.
  • Veritas Investment Management sold 2,669 Medtronic shares in Q4 2014, an estimated $165K.
  • Veritas Investment Management first reported a position in Medtronic in Q3 2013 and held it in 5 quarters.
  • Veritas Investment Management's Medtronic position peaked at $234K in Q2 2014.
  • 1,153 funds tracked by Wall St. Rank held Medtronic as of Q4 2014.

Based on Veritas Investment Management's 13F filing for Q4 2014, filed 6 Feb 2015.