WIM
STJ

Waverton Investment Management’s St Jude Medical STJ Stock Holding History

Waverton Investment Management’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-98,510
Closed -$6.44M – 163
2014
Q1 		$6.44M Buy
98,510
+630
+0.6% +$41K 0.31% 55
2013
Q4 		$6.06M Hold
97,880
– – 0.31% 54
2013
Q3 		$5.25M Buy
+97,880
New +$5.04M 0.31% 58

Other funds holding STJ

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waverton Investment Management's STJ Position: Q2 2014 in Review

Waverton Investment Management sold out of St Jude Medical (STJ) in Q2 2014, closing a stake of 98,510 shares — an estimated $6.44M sold.

Waverton Investment Management first reported a position in STJ in Q3 2013 and held it in 3 quarters. The position peaked at $6.44M in Q1 2014. 555 funds tracked by Wall St. Rank hold STJ as of Q2 2014.

  • Waverton Investment Management reported no remaining St Jude Medical position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 98,510 St Jude Medical shares in Q2 2014, an estimated $6.44M.
  • Waverton Investment Management first reported a position in St Jude Medical in Q3 2013 and held it in 3 quarters.
  • Waverton Investment Management's St Jude Medical position peaked at $6.44M in Q1 2014.
  • 555 funds tracked by Wall St. Rank held St Jude Medical as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.