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Windsor Creek Advisors’s Medtronic MDT Stock Holding History

Windsor Creek 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 		– Sell
-16,371
Closed -$1.48M – 197
2020
Q1 		$1.48M Buy
+16,371
New +$1.74M 0.53% 44
2019
Q3 		– Sell
-5,000
Closed -$279K – 179
2019
Q2 		$279K Sell
5,000
-4,100
-45% -$374K 0.08% 141
2019
Q1 		$830K Buy
+9,100
New +$814K 0.22% 91

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

Windsor Creek Advisors's MDT Position: Q2 2020 in Review

Windsor Creek Advisors sold out of Medtronic (MDT) in Q2 2020, closing a stake of 16,371 shares — an estimated $1.48M sold.

Windsor Creek Advisors first reported a position in MDT in Q1 2019 and held it in 3 quarters. The position peaked at $1.48M in Q1 2020. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

  • Windsor Creek Advisors reported no remaining Medtronic position as of Q2 2020 after selling out during the quarter.
  • Windsor Creek Advisors sold 16,371 Medtronic shares in Q2 2020, an estimated $1.48M.
  • Windsor Creek Advisors first reported a position in Medtronic in Q1 2019 and held it in 3 quarters.
  • Windsor Creek Advisors's Medtronic position peaked at $1.48M in Q1 2020.
  • 1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Windsor Creek Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.