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Wheatland Advisors’s Medtronic MDT Stock Holding History

Wheatland Advisors’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
Q2 		$367K Sell
4,000
-100
-2% -$9.59K 1.52% 25
2020
Q1 		$370K Sell
4,100
-7,200
-64% -$766K 1.88% 21
2019
Q4 		$1.28M Sell
11,300
-3,950
-26% -$433K 1.63% 16
2019
Q3 		$1.66M Sell
15,250
-1,200
-7% -$125K 1.5% 20
2019
Q2 		$1.6M Hold
16,450
– – 1.21% 26
2019
Q1 		$1.5M Sell
16,450
-205
-1% -$18.3K 1.14% 30
2018
Q4 		$1.51M Buy
16,655
+1,900
+13% +$178K 1.32% 26
2018
Q3 		$1.45M Hold
14,755
– – 1.09% 31
2018
Q2 		$1.26M Hold
14,755
– – 1.02% 32
2018
Q1 		$1.18M Hold
14,755
– – 0.98% 33
2017
Q4 		$1.19M Hold
14,755
– – 0.96% 34
2017
Q3 		$1.15M Hold
14,755
– – 0.98% 35
2017
Q2 		$1.31M Sell
14,755
-1,400
-9% -$118K 1.18% 31
2017
Q1 		$1.3M Sell
16,155
-400
-2% -$31.2K 1.16% 32
2016
Q4 		$1.18M Sell
16,555
-600
-3% -$47.1K 1.05% 33
2016
Q3 		$1.48M Sell
17,155
-100
-0.6% -$8.71K 1.39% 26
2016
Q2 		$1.5M Hold
17,255
– – 1.44% 26
2016
Q1 		$1.29M Sell
17,255
-100
-0.6% -$7.53K 1.32% 27
2015
Q4 		$1.33M Hold
17,355
– – 1.36% 28
2015
Q3 		$1.16M Hold
17,355
– – 1.26% 31
2015
Q2 		$1.29M Buy
+17,355
New +$1.33M 1.24% 29
2015
Q1 		– Sell
-17,454
Closed -$1.26M – 88
2014
Q4 		$1.26M Buy
17,454
+2
+0% +$139 1.23% 31
2014
Q3 		$1.08M Sell
17,452
-299
-2% -$19K 1.08% 37
2014
Q2 		$3.15M Buy
17,751
+1
+0% +$61 2.86% 4
2014
Q1 		$1.09M Hold
17,750
– – 1.12% 37
2013
Q4 		$1.02M Buy
+17,750
New +$1.01M 1.07% 41

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wheatland Advisors's MDT Position: Q2 2020 in Review

Wheatland Advisors reduced its Medtronic (MDT) stake by 2.4% in Q2 2020, selling an estimated $9.59K and leaving 4,000 shares worth $367K. The position accounts for 1.52% of the portfolio, ranked #25.

Wheatland Advisors first reported a position in MDT in Q4 2013 and has held it in 26 quarters since. The position peaked at $3.15M in Q2 2014. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

  • Wheatland Advisors held 4,000 shares of Medtronic worth $367K as of Q2 2020.
  • Wheatland Advisors sold 100 Medtronic shares in Q2 2020, an estimated $9.59K.
  • Medtronic made up 1.52% of Wheatland Advisors's portfolio in Q2 2020, its #25 holding.
  • Wheatland Advisors first reported a position in Medtronic in Q4 2013 and has held it in 26 quarters since.
  • Wheatland Advisors's Medtronic position peaked at $3.15M in Q2 2014.
  • 1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.