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Lake Street Private Wealth’s Medtronic MDT Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-3,799
Closed -$299K – 295
2024
Q2 		$299K Sell
3,799
-7,095
-65% -$582K 0.04% 265
2024
Q1 		$949K Sell
10,894
-3,739
-26% -$319K 0.13% 147
2023
Q4 		$1.21M Sell
14,633
-21,125
-59% -$1.61M 0.19% 120
2023
Q3 		$2.81M Buy
35,758
+28
+0.1% +$2.34K 0.51% 53
2023
Q2 		$3.15M Buy
35,730
+771
+2% +$66.4K 0.55% 52
2023
Q1 		$2.82M Buy
34,959
+21,872
+167% +$1.78M 0.53% 50
2022
Q4 		$1.02M Sell
13,087
-3,576
-21% -$290K 0.21% 121
2022
Q3 		$1.35M Buy
16,663
+2,376
+17% +$214K 0.31% 94
2022
Q2 		$1.28M Buy
14,287
+1,202
+9% +$122K 0.27% 100
2022
Q1 		$1.45M Buy
13,085
+582
+5% +$61.5K 0.26% 101
2021
Q4 		$1.29M Buy
12,503
+2,808
+29% +$325K 0.23% 109
2021
Q3 		$1.22M Buy
9,695
+294
+3% +$38.1K 0.3% 90
2021
Q2 		$1.19M Buy
9,401
+577
+7% +$72.4K 0.3% 88
2021
Q1 		$1.04M Buy
8,824
+76
+0.9% +$8.91K 0.29% 94
2020
Q4 		$1.02M Buy
8,748
+169
+2% +$18.6K 0.3% 89
2020
Q3 		$892K Buy
8,579
+275
+3% +$27.6K 0.3% 79
2020
Q2 		$761K Buy
8,304
+3,209
+63% +$308K 0.28% 86
2020
Q1 		$459K Buy
5,095
+1,595
+46% +$170K 0.21% 94
2019
Q4 		$397K Buy
3,500
+1,000
+40% +$110K 0.15% 127
2019
Q3 		$272K Buy
2,500
+82
+3% +$8.55K 0.12% 133
2019
Q2 		$235K Sell
2,418
-632
-21% -$57.7K 0.14% 111
2019
Q1 		$278K Buy
+3,050
New +$273K 0.19% 91

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Lake Street Private Wealth's MDT Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Medtronic (MDT) in Q3 2024, closing a stake of 3,799 shares — an estimated $299K sold.

Lake Street Private Wealth first reported a position in MDT in Q1 2019 and held it in 22 quarters. The position peaked at $3.15M in Q2 2023. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 3,799 Medtronic shares in Q3 2024, an estimated $299K.
  • Lake Street Private Wealth first reported a position in Medtronic in Q1 2019 and held it in 22 quarters.
  • Lake Street Private Wealth's Medtronic position peaked at $3.15M in Q2 2023.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.