WIP
MDT icon

Wellesley Investment Partners’s Medtronic MDT Stock Holding History

Wellesley Investment Partners’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 		$701K Sell
6,749
-946
-12% -$95K 0.24% 42
2020
Q2 		$705K Sell
7,695
-1,451
-16% -$139K 0.25% 44
2020
Q1 		$824K Sell
9,146
-900
-9% -$95.7K 0.33% 35
2019
Q4 		$1.14M Buy
10,046
+22
+0.2% +$2.41K 0.35% 31
2019
Q3 		$1.09M Buy
10,024
+589
+6% +$61.5K 0.36% 28
2019
Q2 		$918K Buy
9,435
+6,750
+251% +$616K 0.32% 38
2019
Q1 		$244K Buy
2,685
+122
+5% +$10.9K 0.08% 106
2018
Q4 		$233K Sell
2,563
-73
-3% -$6.82K 0.08% 111
2018
Q3 		$259K Sell
2,636
-374
-12% -$34.6K 0.08% 116
2018
Q2 		$257K Buy
3,010
+14
+0.5% +$1.17K 0.09% 117
2018
Q1 		$240K Buy
2,996
+212
+8% +$17.5K 0.09% 114
2017
Q4 		$224K Sell
2,784
-1,700
-38% -$136K 0.08% 116
2017
Q3 		$348K Sell
4,484
-115
-3% -$9.55K 0.14% 86
2017
Q2 		$408K Buy
4,599
+31
+0.7% +$2.61K 0.17% 80
2017
Q1 		$367K Buy
4,568
+75
+2% +$5.86K 0.16% 82
2016
Q4 		$320K Buy
4,493
+1,081
+32% +$84.9K 0.15% 85
2016
Q3 		$294K Hold
3,412
– – 0.15% 83
2016
Q2 		$296K Sell
3,412
-160
-4% -$12.9K 0.16% 79
2016
Q1 		$268K Buy
+3,572
New +$269K 0.16% 83

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

Wellesley Investment Partners's MDT Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Medtronic (MDT) stake by 12% in Q3 2020, selling an estimated $95K and leaving 6,749 shares worth $701K. The position accounts for 0.24% of the portfolio, ranked #42.

Wellesley Investment Partners first reported a position in MDT in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.14M in Q4 2019. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Wellesley Investment Partners held 6,749 shares of Medtronic worth $701K as of Q3 2020.
  • Wellesley Investment Partners sold 946 Medtronic shares in Q3 2020, an estimated $95K.
  • Medtronic made up 0.24% of Wellesley Investment Partners's portfolio in Q3 2020, its #42 holding.
  • Wellesley Investment Partners first reported a position in Medtronic in Q1 2016 and has held it in 19 quarters since.
  • Wellesley Investment Partners's Medtronic position peaked at $1.14M in Q4 2019.
  • 1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.