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User

Jim Cullen

Cullen Value Fund

Jim Cullen Medtronic PLC stake

total: 74

Cullen Value Fund MDT trades

Total transactions:
3
New positions:
1
Reduced:
2
Held since:
2019 Q3
Held for:
27 quarters
Latest activity:
2020 Q2
According to 2026 Q1 report, Jim Cullen holds 7,005 Medtronic PLC (MDT) shares with a market value of roughly $606.98K accounting for 2.13% of the overall portfolio. To date, the estimated cost basis is nearly $108.62 for "buy" trades and estimated average "sell" price is $102.68. Cullen Value Fund first purchased MDT in 2019 Q3, initially acquiring 11,660 shares. Since the initial investment in Medtronic PLC (MDT), Cullen Value Fund has made 2 more transactions.

How many MDT shares does Jim Cullen currently hold?

According to 2026 Q1 report, Jim Cullen holds 7,005 shares of Medtronic PLC (MDT), valued at around $606.98K.

When did Jim Cullen buy Medtronic PLC (MDT)?

Jim Cullen first invested in Medtronic PLC (MDT) in 2019 Q3 at the reported quarter-end price of $108.62 per share.

What's the cost basis of Cullen Value Fund's MDT stake?

The estimated cost basis for Medtronic PLC (MDT) stake is around $108.62 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$108.62
Weighted AVG sell price:
$102.68

Jim Cullen's historical trades in Medtronic PLC

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2020 Q2
2.83%
$91.70
-24.76% (-2,305)
2019 Q4
3.52%
$113.45
-20.15% (-2,350)
2019 Q3
3.25%
$108.62
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.