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Winslow Evans & Crocker’s Medtronic MDT Stock Holding History

Winslow Evans & Crocker’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
Q4 		$527K Buy
4,499
+1,444
+47% +$159K 0.1% 196
2020
Q3 		$318K Sell
3,055
-713
-19% -$71.6K 0.08% 222
2020
Q2 		$346K Sell
3,768
-2,188
-37% -$210K 0.09% 206
2020
Q1 		$538K Buy
5,956
+3,660
+159% +$389K 0.18% 124
2019
Q4 		$264K Sell
2,296
-30
-1% -$3.29K 0.07% 249
2019
Q3 		$254K Sell
2,326
-336
-13% -$35.1K 0.07% 257
2019
Q2 		$260K Buy
2,662
+1,216
+84% +$111K 0.07% 258
2019
Q1 		$134K Buy
1,446
+790
+120% +$70.7K 0.04% 334
2018
Q4 		$62K Sell
656
-100
-13% -$9.35K 0.02% 428
2018
Q3 		$76K Sell
756
-700
-48% -$64.7K 0.02% 416
2018
Q2 		$126K Sell
1,456
-30
-2% -$2.51K 0.04% 328
2018
Q1 		$119K Sell
1,486
-20
-1% -$1.65K 0.04% 325
2017
Q4 		$122K Sell
1,506
-150
-9% -$12K 0.04% 332
2017
Q3 		$129K Sell
1,656
-1,852
-53% -$154K 0.04% 314
2017
Q2 		$311K Sell
3,508
-604
-15% -$50.9K 0.09% 244
2017
Q1 		$331K Sell
4,112
-362
-8% -$28.3K 0.1% 206
2016
Q4 		$319K Buy
4,474
+34
+0.8% +$2.67K 0.1% 211
2016
Q3 		$384K Sell
4,440
-2
-0% -$174 0.11% 196
2016
Q2 		$385K Buy
4,442
+1,025
+30% +$82.9K 0.12% 178
2016
Q1 		$256K Sell
3,417
-961
-22% -$72.4K 0.08% 229
2015
Q4 		$337K Sell
4,378
-8,352
-66% -$629K 0.1% 211
2015
Q3 		$852K Sell
12,730
-904
-7% -$66.6K 0.27% 82
2015
Q2 		$1.01M Buy
13,634
+366
+3% +$28K 0.29% 79
2015
Q1 		$1.03M Buy
13,268
+1,570
+13% +$119K 0.29% 74
2014
Q4 		$845K Buy
11,698
+254
+2% +$17.6K 0.24% 92
2014
Q3 		$709K Sell
11,444
-58
-0.5% -$3.69K 0.2% 118
2014
Q2 		$733K Buy
11,502
+2,559
+29% +$155K 0.24% 105
2014
Q1 		$550K Sell
8,943
-460
-5% -$26.8K 0.19% 130
2013
Q4 		$540K Buy
+9,403
New +$533K 0.18% 136

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Winslow Evans & Crocker's MDT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Medtronic (MDT) stake by 47% in Q4 2020, buying an estimated $159K and bringing the position to 4,499 shares worth $527K. The position accounts for 0.1% of the portfolio, ranked #196.

Winslow Evans & Crocker first reported a position in MDT in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.03M in Q1 2015. 1,957 funds tracked by Wall St. Rank hold MDT as of Q4 2020.

  • Winslow Evans & Crocker held 4,499 shares of Medtronic worth $527K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,444 Medtronic shares in Q4 2020, an estimated $159K.
  • Medtronic made up 0.1% of Winslow Evans & Crocker's portfolio in Q4 2020, its #196 holding.
  • Winslow Evans & Crocker first reported a position in Medtronic in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Medtronic position peaked at $1.03M in Q1 2015.
  • 1,957 funds tracked by Wall St. Rank held Medtronic as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.