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Laurel Wealth Advisors (California)’s Medtronic MDT Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$2.04M Buy
26,215
+4,953
+23% +$401K 0.2% 117
2022
Q3 		$1.72M Buy
21,262
+15,874
+295% +$1.43M 0.18% 126
2022
Q2 		$484K Sell
5,388
-963
-15% -$97.6K 0.05% 367
2022
Q1 		$704K Sell
6,351
-1,677
-21% -$177K 0.06% 328
2021
Q4 		$831K Buy
8,028
+5,003
+165% +$579K 0.06% 314
2021
Q3 		$379K Sell
3,025
-360
-11% -$46.6K 0.07% 290
2021
Q2 		$421K Buy
3,385
+272
+9% +$34.2K 0.05% 317
2021
Q1 		$368K Buy
3,113
+792
+34% +$92.8K 0.06% 312
2020
Q4 		$272K Buy
2,321
+59
+3% +$6.5K 0.04% 358
2020
Q3 		$235K Sell
2,262
-48
-2% -$4.82K 0.04% 357
2020
Q2 		$212K Buy
2,310
+42
+2% +$4.03K 0.04% 366
2020
Q1 		$205K Buy
2,268
+7
+0.3% +$745 0.05% 349
2019
Q4 		$256K Buy
2,261
+116
+5% +$12.7K 0.04% 384
2019
Q3 		$233K Buy
+2,145
New +$224K 0.04% 402
2019
Q2 		– Sell
-2,349
Closed -$214K – 416
2019
Q1 		$214K Buy
+2,349
New +$210K 0.05% 355
2018
Q4 		– Sell
-2,714
Closed -$266K – 396
2018
Q3 		$266K Sell
2,714
-813
-23% -$75.2K 0.07% 307
2018
Q2 		$301K Sell
3,527
-33
-0.9% -$2.76K 0.08% 257
2018
Q1 		$285K Sell
3,560
-132
-4% -$10.9K 0.09% 253
2017
Q4 		$298K Buy
+3,692
New +$296K 0.09% 253

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MDT Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Medtronic (MDT) stake by 23% in Q4 2022, buying an estimated $401K and bringing the position to 26,215 shares worth $2.04M. The position accounts for 0.2% of the portfolio, ranked #117.

Laurel Wealth Advisors (California) first reported a position in MDT in Q4 2017 and has held it in 19 quarters since. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Laurel Wealth Advisors (California) held 26,215 shares of Medtronic worth $2.04M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 4,953 Medtronic shares in Q4 2022, an estimated $401K.
  • Medtronic made up 0.2% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #117 holding.
  • Laurel Wealth Advisors (California) first reported a position in Medtronic in Q4 2017 and has held it in 19 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.