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Woodard & Company Asset Management Group’s Medtronic MDT Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-109
Closed -$11K – 145
2018
Q3 		$11K Buy
109
+62
+132% +$5.73K 0.01% 154
2018
Q2 		$4.02K Hold
47
– – ﹤0.01% 179
2018
Q1 		$4K Hold
47
– – ﹤0.01% 184
2017
Q4 		$4K Buy
+47
New +$3.76K ﹤0.01% 202

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Woodard & Company Asset Management Group's MDT Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Medtronic (MDT) in Q4 2018, closing a stake of 109 shares — an estimated $11K sold.

Woodard & Company Asset Management Group first reported a position in MDT in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q3 2018. 1,564 funds tracked by Wall St. Rank hold MDT as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Medtronic position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 109 Medtronic shares in Q4 2018, an estimated $11K.
  • Woodard & Company Asset Management Group first reported a position in Medtronic in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's Medtronic position peaked at $11K in Q3 2018.
  • 1,564 funds tracked by Wall St. Rank held Medtronic as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.