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Yellowstone Partners’s Medtronic MDT Stock Holding History

Yellowstone Partners’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
2017
Q4 		$441K Sell
5,466
-509
-9% -$40.8K 0.25% 93
2017
Q3 		$465K Buy
+5,975
New +$496K 0.24% 103
2016
Q3 		$1.32M Buy
15,315
+3,058
+25% +$266K 0.49% 58
2016
Q2 		$1.06M Buy
12,257
+94
+0.8% +$7.6K 0.46% 67
2016
Q1 		$912K Buy
12,163
+324
+3% +$24.4K 0.39% 63
2015
Q4 		$911K Buy
11,839
+42
+0.4% +$3.16K 0.41% 51
2015
Q3 		$790K Buy
11,797
+962
+9% +$70.9K 0.37% 52
2015
Q2 		$803K Buy
10,835
+524
+5% +$40K 0.36% 52
2015
Q1 		$804K Buy
+10,311
New +$782K 0.41% 53
2014
Q3 		– Sell
-13,195
Closed -$841K – 198
2014
Q2 		$841K Sell
13,195
-234
-2% -$14.2K 0.49% 47
2014
Q1 		$826K Sell
13,429
-236
-2% -$13.7K 0.52% 42
2013
Q4 		$784K Buy
+13,665
New +$775K 0.51% 45

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Yellowstone Partners's MDT Position: Q4 2017 in Review

Yellowstone Partners reduced its Medtronic (MDT) stake by 8.5% in Q4 2017, selling an estimated $40.8K and leaving 5,466 shares worth $441K. The position accounts for 0.25% of the portfolio, ranked #93.

Yellowstone Partners first reported a position in MDT in Q4 2013 and has held it in 12 quarters since. The position peaked at $1.32M in Q3 2016. 1,408 funds tracked by Wall St. Rank hold MDT as of Q4 2017.

  • Yellowstone Partners held 5,466 shares of Medtronic worth $441K as of Q4 2017.
  • Yellowstone Partners sold 509 Medtronic shares in Q4 2017, an estimated $40.8K.
  • Medtronic made up 0.25% of Yellowstone Partners's portfolio in Q4 2017, its #93 holding.
  • Yellowstone Partners first reported a position in Medtronic in Q4 2013 and has held it in 12 quarters since.
  • Yellowstone Partners's Medtronic position peaked at $1.32M in Q3 2016.
  • 1,408 funds tracked by Wall St. Rank held Medtronic as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.