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Wisconsin Capital Management’s Medtronic MDT Stock Holding History

Wisconsin Capital Management’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
2022
Q1 		– Sell
-3,263
Closed -$338K – 58
2021
Q4 		$338K Hold
3,263
– – 0.14% 47
2021
Q3 		$409K Sell
3,263
-1,700
-34% -$220K 0.17% 48
2021
Q2 		$616K Hold
4,963
– – 0.24% 45
2021
Q1 		$586K Sell
4,963
-585
-11% -$68.6K 0.24% 42
2020
Q4 		$650K Buy
5,548
+2,598
+88% +$286K 0.25% 42
2020
Q3 		$307K Sell
2,950
-9,823
-77% -$986K 0.14% 44
2020
Q2 		$1.17M Sell
12,773
-1,080
-8% -$104K 0.59% 35
2020
Q1 		$1.25M Hold
13,853
– – 0.82% 32
2019
Q4 		$1.57M Sell
13,853
-12,920
-48% -$1.42M 0.77% 40
2019
Q3 		$2.91M Sell
26,773
-7,450
-22% -$777K 1.55% 28
2019
Q2 		$3.33M Buy
34,223
+17,473
+104% +$1.6M 1.79% 28
2019
Q1 		$1.53M Hold
16,750
– – 1.36% 35
2018
Q4 		$1.52M Buy
+16,750
New +$1.57M 1.61% 30
2014
Q4 		$3.65M Buy
50,585
+4,700
+10% +$326K 1.3% 34
2014
Q3 		$2.84M Sell
45,885
-700
-2% -$44.5K 1.05% 41
2014
Q2 		$2.97M Buy
46,585
+1,750
+4% +$106K 1.09% 41
2014
Q1 		$2.76M Sell
44,835
-5,360
-11% -$312K 1.06% 43
2013
Q4 		$2.88M Buy
50,195
+14,700
+41% +$834K 1.13% 40
2013
Q3 		$1.89M Buy
35,495
+1,350
+4% +$72.6K 0.81% 48
2013
Q2 		$1.76M Buy
+34,145
New +$1.69M 0.75% 49

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wisconsin Capital Management's MDT Position: Q1 2022 in Review

Wisconsin Capital Management sold out of Medtronic (MDT) in Q1 2022, closing a stake of 3,263 shares — an estimated $338K sold.

Wisconsin Capital Management first reported a position in MDT in Q2 2013 and held it in 20 quarters. The position peaked at $3.65M in Q4 2014. 2,102 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

  • Wisconsin Capital Management reported no remaining Medtronic position as of Q1 2022 after selling out during the quarter.
  • Wisconsin Capital Management sold 3,263 Medtronic shares in Q1 2022, an estimated $338K.
  • Wisconsin Capital Management first reported a position in Medtronic in Q2 2013 and held it in 20 quarters.
  • Wisconsin Capital Management's Medtronic position peaked at $3.65M in Q4 2014.
  • 2,102 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Wisconsin Capital Management's 13F filing for Q1 2022, filed 12 May 2022.