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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
2018
Q4 		– Sell
-50,000
Closed -$4.92M – 523
2018
Q3 		$4.92M Buy
+50,000
New +$4.62M 0.01% 487
2018
Q2 		– Sell
-50,000
Closed -$4.01M – 562
2018
Q1 		$4.01M Buy
+50,000
New +$4.12M 0.01% 480

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 $315B AUM 27.84% 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 $609B AUM 40.19% 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. 1,811 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.
  • 1,811 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.