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Laidlaw Wealth Management’s Medtronic MDT Stock Holding History

Laidlaw Wealth Management’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
2023
Q3 		– Sell
-2,668
Closed -$235K – 333
2023
Q2 		$235K Sell
2,668
-474
-15% -$40.8K 0.05% 303
2023
Q1 		$253K Buy
3,142
+525
+20% +$42.8K 0.05% 287
2022
Q4 		$203K Sell
2,617
-306
-10% -$24.8K 0.04% 337
2022
Q3 		$236K Sell
2,923
-324
-10% -$29.1K 0.06% 273
2022
Q2 		$291K Sell
3,247
-318
-9% -$32.2K 0.06% 275
2022
Q1 		$396K Sell
3,565
-491
-12% -$51.9K 0.07% 255
2021
Q4 		$420K Sell
4,056
-2,926
-42% -$339K 0.07% 250
2021
Q3 		$875K Sell
6,982
-309
-4% -$40K 0.22% 100
2021
Q2 		$905K Buy
7,291
+2,658
+57% +$334K 0.23% 98
2021
Q1 		$547K Buy
4,633
+429
+10% +$50.3K 0.19% 116
2020
Q4 		$492K Buy
4,204
+1,218
+41% +$134K 0.1% 194
2020
Q3 		$310K Buy
2,986
+130
+5% +$13.1K 0.14% 148
2020
Q2 		$262K Buy
2,856
+620
+28% +$59.5K 0.14% 143
2020
Q1 		$202K Buy
2,236
+8
+0.4% +$851 0.13% 140
2019
Q4 		$253K Buy
+2,228
New +$244K 0.16% 138

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Laidlaw Wealth Management's MDT Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,668 shares — an estimated $235K sold.

Laidlaw Wealth Management first reported a position in MDT in Q4 2019 and held it in 15 quarters. The position peaked at $905K in Q2 2021. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,668 Medtronic shares in Q3 2023, an estimated $235K.
  • Laidlaw Wealth Management first reported a position in Medtronic in Q4 2019 and held it in 15 quarters.
  • Laidlaw Wealth Management's Medtronic position peaked at $905K in Q2 2021.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.