Lake Point Wealth Management’s Medtronic MDT Stock Holding History

Lake Point 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
2022 Q2	$0	Hold	2	–	–	﹤0.01%	479
2022 Q1	$0	Sell	2 -10	-83%	-$1.06K	﹤0.01%	456
2021 Q4	$1K	Buy	12 +10	+500%	+$1.16K	﹤0.01%	397
2021 Q3	$0	Hold	2	–	–	﹤0.01%	439
2021 Q2	$0	Buy	+2	New	+$251	﹤0.01%	430
2020 Q1	$0	Hold	2	–	–	﹤0.01%	433
2019 Q4	$0	Buy	+2	New	+$219	﹤0.01%	620

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Point Wealth Management's MDT Position: Q2 2022 in Review

Lake Point Wealth Management held its Medtronic (MDT) position steady in Q2 2022 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Lake Point Wealth Management first reported a position in MDT in Q4 2019 and has held it in 7 quarters since. The position peaked at $1K in Q4 2021. 2,021 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Lake Point Wealth Management held 2 shares of Medtronic worth $0 as of Q2 2022.
Lake Point Wealth Management left its Medtronic share count unchanged in Q2 2022.
Medtronic made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #479 holding.
Lake Point Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's Medtronic position peaked at $1K in Q4 2021.
2,021 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.