Virtus ETF Advisers’s Medtronic MDT Stock Holding History

Virtus ETF Advisers’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 Q2	–	Sell	-168	Closed	-$15K	–	478
2020 Q1	$15K	Sell	168 -4	-2%	-$426	0.01%	353
2019 Q4	$20K	Hold	172	–	–	﹤0.01%	361
2019 Q3	$19K	Buy	172 +51	+42%	+$5.32K	﹤0.01%	358
2019 Q2	$12K	Hold	121	–	–	﹤0.01%	407
2019 Q1	$11K	Hold	121	–	–	0.02%	151
2018 Q4	$11K	Buy	+121	New	+$11.3K	﹤0.01%	283

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Virtus ETF Advisers's MDT Position: Q2 2020 in Review

Virtus ETF Advisers sold out of Medtronic (MDT) in Q2 2020, closing a stake of 168 shares — an estimated $15K sold.

Virtus ETF Advisers first reported a position in MDT in Q4 2018 and held it in 6 quarters. The position peaked at $20K in Q4 2019. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

Virtus ETF Advisers reported no remaining Medtronic position as of Q2 2020 after selling out during the quarter.
Virtus ETF Advisers sold 168 Medtronic shares in Q2 2020, an estimated $15K.
Virtus ETF Advisers first reported a position in Medtronic in Q4 2018 and held it in 6 quarters.
Virtus ETF Advisers's Medtronic position peaked at $20K in Q4 2019.
1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Virtus ETF Advisers's 13F filing for Q2 2020, filed 5 Aug 2020.