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Laurel Wealth Planning’s Medtronic MDT Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-1,875
Closed -$146K – 140
2022
Q4 		$146K Hold
1,875
– – 0.09% 67
2022
Q3 		$151K Sell
1,875
-25
-1% -$2.25K 0.11% 62
2022
Q2 		$171K Sell
1,900
-600
-24% -$60.8K 0.12% 65
2022
Q1 		$277K Buy
+2,500
New +$264K 0.19% 59

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 Planning's MDT Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Medtronic (MDT) in Q1 2023, closing a stake of 1,875 shares — an estimated $146K sold.

Laurel Wealth Planning first reported a position in MDT in Q1 2022 and held it in 4 quarters. The position peaked at $277K in Q1 2022. 1,991 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 1,875 Medtronic shares in Q1 2023, an estimated $146K.
  • Laurel Wealth Planning first reported a position in Medtronic in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Medtronic position peaked at $277K in Q1 2022.
  • 1,991 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.