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Ladenburg Thalmann Financial Services’s Medtronic MDT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$19.9M Buy
192,199
+25,537
+15% +$2.8M 0.13% 179
2019
Q3 		$18.1M Buy
166,662
+26,324
+19% +$2.75M 0.12% 181
2019
Q2 		$13.7M Sell
140,338
-1,553
-1% -$142K 0.1% 207
2019
Q1 		$12.9M Buy
141,891
+23,085
+19% +$2.07M 0.1% 205
2018
Q4 		$10.7M Buy
118,806
+23,520
+25% +$2.2M 0.1% 198
2018
Q3 		$9.39M Buy
95,286
+5,353
+6% +$495K 0.08% 217
2018
Q2 		$7.2M Hold
89,933
– – 0.07% 264
2018
Q1 		$7.2M Buy
89,933
+12,133
+16% +$1M 0.07% 264
2017
Q4 		$6.29M Buy
77,800
+2,093
+3% +$168K 0.06% 298
2017
Q3 		$5.89M Buy
75,707
+3,387
+5% +$281K 0.06% 278
2017
Q2 		$6.42M Buy
72,320
+2,103
+3% +$177K 0.08% 242
2017
Q1 		$5.65M Buy
70,217
+3,907
+6% +$305K 0.07% 243
2016
Q4 		$4.82M Buy
66,310
+5,026
+8% +$395K 0.07% 260
2016
Q3 		$5.29M Buy
61,284
+1,191
+2% +$104K 0.08% 232
2016
Q2 		$5.21M Buy
60,093
+2,120
+4% +$171K 0.08% 218
2016
Q1 		$4.35M Buy
57,973
+1,919
+3% +$145K 0.08% 241
2015
Q4 		$4.31M Sell
56,054
-977
-2% -$73.5K 0.08% 229
2015
Q3 		$3.81M Sell
57,031
-8,961
-14% -$660K 0.08% 240
2015
Q2 		$4.89M Sell
65,992
-271
-0.4% -$20.7K 0.09% 204
2015
Q1 		$5.17M Buy
66,263
+15,418
+30% +$1.17M 0.1% 204
2014
Q4 		$3.67M Buy
50,845
+21,406
+73% +$1.49M 0.08% 227
2014
Q3 		$1.82M Buy
29,439
+1,886
+7% +$120K 0.05% 309
2014
Q2 		$1.76M Buy
27,553
+1,282
+5% +$77.9K 0.05% 323
2014
Q1 		$1.62M Buy
26,271
+1,100
+4% +$64.1K 0.05% 312
2013
Q4 		$1.45M Buy
25,171
+46
+0.2% +$2.61K 0.04% 332
2013
Q3 		$1.34M Buy
25,125
+3,274
+15% +$176K 0.05% 324
2013
Q2 		$1.13M Buy
+21,851
New +$1.08M 0.04% 365

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's MDT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Medtronic (MDT) stake by 15% in Q4 2019, buying an estimated $2.8M and bringing the position to 192,199 shares worth $19.9M. The position accounts for 0.13% of the portfolio, ranked #179.

Ladenburg Thalmann Financial Services first reported a position in MDT in Q2 2013 and has held it in 27 quarters since. 1,820 funds tracked by Wall St. Rank hold MDT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 192,199 shares of Medtronic worth $19.9M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 25,537 Medtronic shares in Q4 2019, an estimated $2.8M.
  • Medtronic made up 0.13% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #179 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Medtronic in Q2 2013 and has held it in 27 quarters since.
  • 1,820 funds tracked by Wall St. Rank held Medtronic as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.