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Yorktown Management & Research Company’s Medtronic MDT Stock Holding History

Yorktown Management & Research Company’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
2021
Q1 		– Sell
-3,890
Closed -$456K – 267
2020
Q4 		$456K Hold
3,890
– – 0.41% 97
2020
Q3 		$404K Buy
3,890
+590
+18% +$59.3K 0.38% 101
2020
Q2 		$303K Buy
+3,300
New +$316K 0.27% 185

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yorktown Management & Research Company's MDT Position: Q1 2021 in Review

Yorktown Management & Research Company sold out of Medtronic (MDT) in Q1 2021, closing a stake of 3,890 shares — an estimated $456K sold.

Yorktown Management & Research Company first reported a position in MDT in Q2 2020 and held it in 3 quarters. The position peaked at $456K in Q4 2020. 1,977 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

  • Yorktown Management & Research Company reported no remaining Medtronic position as of Q1 2021 after selling out during the quarter.
  • Yorktown Management & Research Company sold 3,890 Medtronic shares in Q1 2021, an estimated $456K.
  • Yorktown Management & Research Company first reported a position in Medtronic in Q2 2020 and held it in 3 quarters.
  • Yorktown Management & Research Company's Medtronic position peaked at $456K in Q4 2020.
  • 1,977 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Yorktown Management & Research Company's 13F filing for Q1 2021, filed 11 May 2021.