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Winfield Associates’s Medtronic MDT Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-651
Closed -$53K – 422
2017
Q4 		$53K Buy
651
+16
+3% +$1.28K 0.03% 197
2017
Q3 		$49K Hold
635
– – 0.03% 201
2017
Q2 		$57K Buy
635
+66
+12% +$5.57K 0.03% 184
2017
Q1 		$45K Buy
569
+239
+72% +$18.7K 0.03% 193
2016
Q4 		$24K Sell
330
-166
-33% -$13K 0.01% 238
2016
Q3 		$42K Hold
496
– – 0.03% 184
2016
Q2 		$43K Buy
496
+106
+27% +$8.57K 0.03% 183
2016
Q1 		$29K Buy
+390
New +$29.4K 0.02% 203
2015
Q1 		– Sell
-125
Closed -$9K – 301
2014
Q4 		$9K Sell
125
-75
-38% -$5.21K 0.01% 244
2014
Q3 		$12K Hold
200
– – 0.01% 231
2014
Q2 		$12K Hold
200
– – 0.01% 239
2014
Q1 		$12K Hold
200
– – 0.01% 231
2013
Q4 		$11K Buy
+200
New +$11.3K 0.01% 237

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Winfield Associates's MDT Position: Q1 2018 in Review

Winfield Associates sold out of Medtronic (MDT) in Q1 2018, closing a stake of 651 shares — an estimated $53K sold.

Winfield Associates first reported a position in MDT in Q4 2013 and held it in 13 quarters. The position peaked at $57K in Q2 2017. 1,381 funds tracked by Wall St. Rank hold MDT as of Q1 2018.

  • Winfield Associates reported no remaining Medtronic position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 651 Medtronic shares in Q1 2018, an estimated $53K.
  • Winfield Associates first reported a position in Medtronic in Q4 2013 and held it in 13 quarters.
  • Winfield Associates's Medtronic position peaked at $57K in Q2 2017.
  • 1,381 funds tracked by Wall St. Rank held Medtronic as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.