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Lake Street Advisors Group’s Medtronic MDT Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$507K Buy
6,296
+272
+5% +$23.5K 0.02% 330
2024
Q3 		$547K Buy
6,024
+118
+2% +$9.93K 0.03% 316
2024
Q2 		$469K Buy
5,906
+236
+4% +$19.3K 0.02% 336
2024
Q1 		$498K Buy
5,670
+807
+17% +$68.9K 0.02% 345
2023
Q4 		$404K Buy
+4,863
New +$371K 0.02% 367
2021
Q3 		– Sell
-4,966
Closed -$633K – 349
2021
Q2 		$633K Buy
4,966
+45
+0.9% +$5.65K 0.05% 146
2021
Q1 		$581K Buy
4,921
+54
+1% +$6.33K 0.05% 143
2020
Q4 		$570K Sell
4,867
-472
-9% -$52K 0.05% 142
2020
Q3 		$555K Sell
5,339
-1,595
-23% -$160K 0.05% 132
2020
Q2 		$636K Sell
6,934
-319
-4% -$30.6K 0.06% 114
2020
Q1 		$654K Buy
7,253
+295
+4% +$31.4K 0.08% 96
2019
Q4 		$789K Sell
6,958
-43
-0.6% -$4.72K 0.08% 77
2019
Q3 		$736K Buy
7,001
+270
+4% +$28.2K 0.08% 72
2019
Q2 		$655K Sell
6,731
-7,901
-54% -$721K 0.07% 83
2019
Q1 		$1.33M Buy
14,632
+7,693
+111% +$689K 0.14% 50
2018
Q4 		$631K Buy
6,939
+124
+2% +$11.6K 0.08% 72
2018
Q3 		$670K Sell
6,815
-1,257
-16% -$116K 0.07% 68
2018
Q2 		$691K Buy
8,072
+117
+1% +$9.77K 0.07% 119
2018
Q1 		$638K Sell
7,955
-1,738
-18% -$143K 0.07% 108
2017
Q4 		$783K Buy
+9,693
New +$776K 0.09% 90

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's MDT Position: Q4 2024 in Review

Lake Street Advisors Group increased its Medtronic (MDT) stake by 4.5% in Q4 2024, buying an estimated $23.5K and bringing the position to 6,296 shares worth $507K. The position accounts for 0.02% of the portfolio, ranked #330.

Lake Street Advisors Group first reported a position in MDT in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.33M in Q1 2019. 2,124 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • Lake Street Advisors Group held 6,296 shares of Medtronic worth $507K as of Q4 2024.
  • Lake Street Advisors Group bought 272 Medtronic shares in Q4 2024, an estimated $23.5K.
  • Medtronic made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #330 holding.
  • Lake Street Advisors Group first reported a position in Medtronic in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Medtronic position peaked at $1.33M in Q1 2019.
  • 2,124 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.