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Westwood Management Corporation’s Medtronic MDT Stock Holding History

Westwood Management Corporation’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
2019
Q4 		– Sell
-4,500
Closed -$489K – 73
2019
Q3 		$489K Buy
+4,500
New +$470K 0.06% 54
2016
Q4 		– Sell
-315,800
Closed -$27.3M – 83
2016
Q3 		$27.3M Sell
315,800
-4,100
-1% -$357K 4.86% 9
2016
Q2 		$27.8M Buy
+319,900
New +$25.9M 5.28% 8

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westwood Management Corporation's MDT Position: Q4 2019 in Review

Westwood Management Corporation sold out of Medtronic (MDT) in Q4 2019, closing a stake of 4,500 shares — an estimated $489K sold.

Westwood Management Corporation first reported a position in MDT in Q2 2016 and held it in 3 quarters. The position peaked at $27.8M in Q2 2016. 1,820 funds tracked by Wall St. Rank hold MDT as of Q4 2019.

  • Westwood Management Corporation reported no remaining Medtronic position as of Q4 2019 after selling out during the quarter.
  • Westwood Management Corporation sold 4,500 Medtronic shares in Q4 2019, an estimated $489K.
  • Westwood Management Corporation first reported a position in Medtronic in Q2 2016 and held it in 3 quarters.
  • Westwood Management Corporation's Medtronic position peaked at $27.8M in Q2 2016.
  • 1,820 funds tracked by Wall St. Rank held Medtronic as of Q4 2019.

Based on Westwood Management Corporation's 13F filing for Q4 2019, filed 24 Jan 2020.