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Douglas Lane & Associates’s Medtronic MDT Stock Holding History

Douglas Lane & Associates’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
Q4 		– Sell
-2,557
Closed -$206K – 230
2022
Q3 		$206K Sell
2,557
-54
-2% -$4.85K ﹤0.01% 209
2022
Q2 		$234K Buy
2,611
+13
+0.5% +$1.32K ﹤0.01% 208
2022
Q1 		$288K Sell
2,598
-122
-4% -$12.9K ﹤0.01% 203
2021
Q4 		$281K Sell
2,720
-1,159
-30% -$134K ﹤0.01% 209
2021
Q3 		$486K Buy
3,879
+854
+28% +$111K 0.01% 178
2021
Q2 		$375K Buy
3,025
+94
+3% +$11.8K 0.01% 181
2021
Q1 		$346K Sell
2,931
-778
-21% -$91.2K 0.01% 176
2020
Q4 		$434K Sell
3,709
-308
-8% -$33.9K 0.01% 163
2020
Q3 		$417K Sell
4,017
-28
-0.7% -$2.81K 0.01% 166
2020
Q2 		$371K Sell
4,045
-1,399
-26% -$134K 0.01% 170
2020
Q1 		$491K Buy
5,444
+767
+16% +$81.6K 0.01% 157
2019
Q4 		$531K Buy
4,677
+131
+3% +$14.4K 0.01% 163
2019
Q3 		$494K Sell
4,546
-125
-3% -$13K 0.01% 168
2019
Q2 		$455K Sell
4,671
-199
-4% -$18.2K 0.01% 175
2019
Q1 		$444K Buy
4,870
+165
+4% +$14.8K 0.01% 175
2018
Q4 		$428K Buy
+4,705
New +$440K 0.01% 173

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Douglas Lane & Associates's MDT Position: Q4 2022 in Review

Douglas Lane & Associates sold out of Medtronic (MDT) in Q4 2022, closing a stake of 2,557 shares — an estimated $206K sold.

Douglas Lane & Associates first reported a position in MDT in Q4 2018 and held it in 16 quarters. The position peaked at $531K in Q4 2019. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Douglas Lane & Associates reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
  • Douglas Lane & Associates sold 2,557 Medtronic shares in Q4 2022, an estimated $206K.
  • Douglas Lane & Associates first reported a position in Medtronic in Q4 2018 and held it in 16 quarters.
  • Douglas Lane & Associates's Medtronic position peaked at $531K in Q4 2019.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Douglas Lane & Associates's 13F filing for Q4 2022, filed 17 Jan 2023.