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Waddell & Reed Financial’s Medtronic MDT Stock Holding History

Waddell & Reed Financial’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
Q3 		– Sell
-4,246
Closed -$389K – 475
2020
Q2 		$389K Hold
4,246
– – ﹤0.01% 446
2020
Q1 		$383K Sell
4,246
-644
-13% -$68.5K ﹤0.01% 430
2019
Q4 		$555K Hold
4,890
– – ﹤0.01% 440
2019
Q3 		$531K Sell
4,890
-317,567
-98% -$33.1M ﹤0.01% 444
2019
Q2 		$31.4M Sell
322,457
-2,209,312
-87% -$202M 0.08% 270
2019
Q1 		$231M Sell
2,531,769
-1,379,803
-35% -$123M 0.57% 39
2018
Q4 		$356M Sell
3,911,572
-241,367
-6% -$22.6M 1.01% 15
2018
Q3 		$409M Buy
4,152,939
+1,628,835
+65% +$151M 0.9% 20
2018
Q2 		$216M Buy
2,524,104
+689,325
+38% +$57.6M 0.5% 45
2018
Q1 		$147M Buy
1,834,779
+1,493,557
+438% +$123M 0.33% 76
2017
Q4 		$27.6M Sell
341,222
-10,300
-3% -$825K 0.06% 293
2017
Q3 		$27.3M Sell
351,522
-675,990
-66% -$56.1M 0.06% 294
2017
Q2 		$91.2M Sell
1,027,512
-293,636
-22% -$24.8M 0.2% 137
2017
Q1 		$106M Sell
1,321,148
-2,248,319
-63% -$176M 0.23% 119
2016
Q4 		$254M Buy
3,569,467
+1,123,031
+46% +$88.2M 0.56% 51
2016
Q3 		$211M Buy
2,446,436
+364,964
+18% +$31.8M 0.44% 64
2016
Q2 		$181M Sell
2,081,472
-2,328,853
-53% -$188M 0.38% 72
2016
Q1 		$331M Sell
4,410,325
-3,180,666
-42% -$240M 0.62% 47
2015
Q4 		$584M Sell
7,590,991
-707,844
-9% -$53.3M 0.95% 25
2015
Q3 		$556M Buy
8,298,835
+3,457,930
+71% +$255M 0.91% 25
2015
Q2 		$359M Sell
4,840,905
-608,275
-11% -$46.5M 0.51% 59
2015
Q1 		$425M Sell
5,449,180
-757,496
-12% -$57.4M 0.59% 50
2014
Q4 		$448M Buy
6,206,676
+1,988,755
+47% +$138M 0.62% 47
2014
Q3 		$261M Buy
+4,217,921
New +$268M 0.36% 81

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waddell & Reed Financial's MDT Position: Q3 2020 in Review

Waddell & Reed Financial sold out of Medtronic (MDT) in Q3 2020, closing a stake of 4,246 shares — an estimated $389K sold.

Waddell & Reed Financial first reported a position in MDT in Q3 2014 and held it in 24 quarters. The position peaked at $584M in Q4 2015. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Waddell & Reed Financial reported no remaining Medtronic position as of Q3 2020 after selling out during the quarter.
  • Waddell & Reed Financial sold 4,246 Medtronic shares in Q3 2020, an estimated $389K.
  • Waddell & Reed Financial first reported a position in Medtronic in Q3 2014 and held it in 24 quarters.
  • Waddell & Reed Financial's Medtronic position peaked at $584M in Q4 2015.
  • 1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Waddell & Reed Financial's 13F filing for Q3 2020, filed 13 Nov 2020.