Lakewood Asset Management’s Medtronic MDT Stock Holding History

Lakewood Asset 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 Q4	–	Sell	-4,975	Closed	-$390K	–	113
2023 Q3	$390K	Hold	4,975	–	–	0.32%	71
2023 Q2	$438K	Hold	4,975	–	–	0.34%	66
2023 Q1	$401K	Buy	+4,975	New	+$405K	0.33%	70

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lakewood Asset Management's MDT Position: Q4 2023 in Review

Lakewood Asset Management sold out of Medtronic (MDT) in Q4 2023, closing a stake of 4,975 shares — an estimated $390K sold.

Lakewood Asset Management first reported a position in MDT in Q1 2023 and held it in 3 quarters. The position peaked at $438K in Q2 2023. 2,075 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

Lakewood Asset Management reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
Lakewood Asset Management sold 4,975 Medtronic shares in Q4 2023, an estimated $390K.
Lakewood Asset Management first reported a position in Medtronic in Q1 2023 and held it in 3 quarters.
Lakewood Asset Management's Medtronic position peaked at $438K in Q2 2023.
2,075 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Lakewood Asset Management's 13F filing for Q4 2023, filed 10 Jan 2024.