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Graves Light Lenhart Wealth’s Medtronic MDT Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-1,417
Closed -$127K – 400
2022
Q2 		$127K Sell
1,417
-46
-3% -$4.66K 0.02% 209
2022
Q1 		$162K Sell
1,463
-662
-31% -$69.9K 0.02% 198
2021
Q4 		$220K Buy
2,125
+167
+9% +$19.3K 0.03% 184
2021
Q3 		$245K Sell
1,958
-23
-1% -$2.98K 0.04% 160
2021
Q2 		$246K Sell
1,981
-155
-7% -$19.5K 0.04% 159
2021
Q1 		$252K Buy
2,136
+21
+1% +$2.46K 0.04% 158
2020
Q4 		$248K Sell
2,115
-198
-9% -$21.8K 0.05% 149
2020
Q3 		$240K Buy
+2,313
New +$232K 0.05% 140
2020
Q1 		– Sell
-2,261
Closed -$257K – 168
2019
Q4 		$257K Sell
2,261
-163
-7% -$17.9K 0.05% 143
2019
Q3 		$264K Buy
2,424
+64
+3% +$6.68K 0.06% 144
2019
Q2 		$230K Sell
2,360
-106
-4% -$9.68K 0.06% 144
2019
Q1 		$225K Buy
+2,466
New +$221K 0.06% 139

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 $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Graves Light Lenhart Wealth's MDT Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Medtronic (MDT) in Q3 2022, closing a stake of 1,417 shares — an estimated $127K sold.

Graves Light Lenhart Wealth first reported a position in MDT in Q1 2019 and held it in 12 quarters. The position peaked at $264K in Q3 2019. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 1,417 Medtronic shares in Q3 2022, an estimated $127K.
  • Graves Light Lenhart Wealth first reported a position in Medtronic in Q1 2019 and held it in 12 quarters.
  • Graves Light Lenhart Wealth's Medtronic position peaked at $264K in Q3 2019.
  • 1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.