LSA
MDT icon

L & S Advisors’s Medtronic MDT Stock Holding History

L & S Advisors’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
Q2 		– Sell
-19,361
Closed -$1.75M – 313
2020
Q1 		$1.75M Buy
19,361
+3,333
+21% +$355K 0.33% 72
2019
Q4 		$1.82M Buy
16,028
+4,397
+38% +$482K 0.23% 98
2019
Q3 		$1.26M Buy
+11,631
New +$1.21M 0.18% 149
2017
Q3 		– Sell
-69,889
Closed -$6.2M – 302
2017
Q2 		$6.2M Sell
69,889
-2,085
-3% -$176K 1.09% 21
2017
Q1 		$5.8M Buy
+71,974
New +$5.62M 1.11% 24
2016
Q4 		– Sell
-57,380
Closed -$4.96M – 177
2016
Q3 		$4.96M Sell
57,380
-35,896
-38% -$3.13M 1.37% 26
2016
Q2 		$8.09M Buy
+93,276
New +$7.54M 1.84% 10
2016
Q1 		– Sell
-46,049
Closed -$3.54M – 92
2015
Q4 		$3.54M Buy
46,049
+4,645
+11% +$350K 0.89% 47
2015
Q3 		$2.77M Buy
+41,404
New +$3.05M 0.81% 55

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

L & S Advisors's MDT Position: Q2 2020 in Review

L & S Advisors sold out of Medtronic (MDT) in Q2 2020, closing a stake of 19,361 shares — an estimated $1.75M sold.

L & S Advisors first reported a position in MDT in Q3 2015 and held it in 9 quarters. The position peaked at $8.09M in Q2 2016. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

  • L & S Advisors reported no remaining Medtronic position as of Q2 2020 after selling out during the quarter.
  • L & S Advisors sold 19,361 Medtronic shares in Q2 2020, an estimated $1.75M.
  • L & S Advisors first reported a position in Medtronic in Q3 2015 and held it in 9 quarters.
  • L & S Advisors's Medtronic position peaked at $8.09M in Q2 2016.
  • 1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on L & S Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.