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Winifred I. Li’s Medtronic MDT Stock Holding History

Winifred I. Li’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
2014
Q4 		$29K Hold
400
– – 0.03% 338
2014
Q3 		$25K Hold
400
– – 0.02% 340
2014
Q2 		$26K Hold
400
– – 0.02% 334
2014
Q1 		$25K Hold
400
– – 0.02% 333
2013
Q4 		$23K Hold
400
– – 0.02% 328
2013
Q3 		$21K Hold
400
– – 0.02% 332
2013
Q2 		$21K Buy
+400
New +$19.8K 0.02% 333

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winifred I. Li's MDT Position: Q4 2014 in Review

Winifred I. Li held its Medtronic (MDT) position steady in Q4 2014 at 400 shares worth $29K. The position accounts for 0.03% of the portfolio, ranked #338.

Winifred I. Li first reported a position in MDT in Q2 2013 and has held it in 7 quarters since. 1,155 funds tracked by Wall St. Rank hold MDT as of Q4 2014.

  • Winifred I. Li held 400 shares of Medtronic worth $29K as of Q4 2014.
  • Winifred I. Li left its Medtronic share count unchanged in Q4 2014.
  • Medtronic made up 0.03% of Winifred I. Li's portfolio in Q4 2014, its #338 holding.
  • Winifred I. Li first reported a position in Medtronic in Q2 2013 and has held it in 7 quarters since.
  • 1,155 funds tracked by Wall St. Rank held Medtronic as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.