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Kelman-Lazarov Inc’s Medtronic MDT Stock Holding History

Kelman-Lazarov Inc’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
2020
Q1 		– Sell
-2,500
Closed -$284K – 86
2019
Q4 		$284K Hold
2,500
– – 0.13% 81
2019
Q3 		$272K Buy
+2,500
New +$261K 0.13% 81
2017
Q1 		– Sell
-1,417
Closed -$101K – 188
2016
Q4 		$101K Sell
1,417
-225
-14% -$17.7K 0.06% 138
2016
Q3 		$141K Buy
1,642
+125
+8% +$10.9K 0.08% 123
2016
Q2 		$132K Buy
1,517
+225
+17% +$18.2K 0.08% 130
2016
Q1 		$97K Buy
+1,292
New +$97.3K 0.06% 152

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kelman-Lazarov Inc's MDT Position: Q1 2020 in Review

Kelman-Lazarov Inc sold out of Medtronic (MDT) in Q1 2020, closing a stake of 2,500 shares — an estimated $284K sold.

Kelman-Lazarov Inc first reported a position in MDT in Q1 2016 and held it in 6 quarters. The position peaked at $284K in Q4 2019. 1,762 funds tracked by Wall St. Rank hold MDT as of Q1 2020.

  • Kelman-Lazarov Inc reported no remaining Medtronic position as of Q1 2020 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,500 Medtronic shares in Q1 2020, an estimated $284K.
  • Kelman-Lazarov Inc first reported a position in Medtronic in Q1 2016 and held it in 6 quarters.
  • Kelman-Lazarov Inc's Medtronic position peaked at $284K in Q4 2019.
  • 1,762 funds tracked by Wall St. Rank held Medtronic as of Q1 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2020, filed 27 Apr 2020.