Whitnell & Co’s Medtronic MDT Stock Holding History

Whitnell & Co’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	$84K	Hold	742	–	–	0.03%	184
2019 Q3	$81K	Sell	742 -141	-16%	-$14.7K	0.03%	184
2019 Q2	$86K	Hold	883	–	–	0.03%	170
2019 Q1	$80K	Hold	883	–	–	0.03%	171
2018 Q4	$80K	Hold	883	–	–	0.04%	167
2018 Q3	$87K	Hold	883	–	–	0.03%	164
2018 Q2	$76K	Hold	883	–	–	0.03%	164
2018 Q1	$71K	Buy	883 +448	+103%	+$37K	0.03%	170
2017 Q4	$35K	Sell	435 -445	-51%	-$35.6K	0.01%	183
2017 Q3	$68K	Buy	+880	New	+$73.1K	0.03%	167
2017 Q2	–	Sell	-61	Closed	-$5K	–	246
2017 Q1	$5K	Buy	+61	New	+$4.76K	﹤0.01%	245
2015 Q2	–	Sell	-47	Closed	-$4K	–	257
2015 Q1	$4K	Buy	+47	New	+$3.56K	﹤0.01%	246
2013 Q4	–	Sell	-1,100	Closed	-$59K	–	268
2013 Q3	$59K	Hold	1,100	–	–	0.03%	178
2013 Q2	$57K	Buy	+1,100	New	+$54.4K	0.03%	184

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Whitnell & Co's MDT Position: Q4 2019 in Review

Whitnell & Co held its Medtronic (MDT) position steady in Q4 2019 at 742 shares worth $84K. The position accounts for 0.03% of the portfolio, ranked #184.

Whitnell & Co first reported a position in MDT in Q2 2013 and has held it in 14 quarters since. The position peaked at $87K in Q3 2018. 1,820 funds tracked by Wall St. Rank hold MDT as of Q4 2019.

Whitnell & Co held 742 shares of Medtronic worth $84K as of Q4 2019.
Whitnell & Co left its Medtronic share count unchanged in Q4 2019.
Medtronic made up 0.03% of Whitnell & Co's portfolio in Q4 2019, its #184 holding.
Whitnell & Co first reported a position in Medtronic in Q2 2013 and has held it in 14 quarters since.
Whitnell & Co's Medtronic position peaked at $87K in Q3 2018.
1,820 funds tracked by Wall St. Rank held Medtronic as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.