LBMC Investment Advisors’s Medtronic MDT Stock Holding History

LBMC Investment Advisors’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	–	Sell	-3,056	Closed	-$247K	–	162
2022 Q3	$247K	Hold	3,056	–	–	0.03%	127
2022 Q2	$274K	Buy	3,056 +4	+0.1%	+$405	0.03%	119
2022 Q1	$339K	Sell	3,052 -32	-1%	-$3.38K	0.03%	112
2021 Q4	$319K	Buy	3,084 +1,566	+103%	+$181K	0.03%	129
2021 Q3	$417	Sell	1,518 -746	-33%	-$96.6K	0.04%	103
2021 Q2	$281K	Buy	+2,264	New	+$284K	0.03%	130
2015 Q2	–	Sell	-11,771	Closed	-$918K	–	59
2015 Q1	$918K	Sell	11,771 -8,730	-43%	-$662K	0.21%	25
2014 Q4	$1.48M	Buy	+20,501	New	+$1.42M	0.34%	22

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LBMC Investment Advisors's MDT Position: Q4 2022 in Review

LBMC Investment Advisors sold out of Medtronic (MDT) in Q4 2022, closing a stake of 3,056 shares — an estimated $247K sold.

LBMC Investment Advisors first reported a position in MDT in Q4 2014 and held it in 8 quarters. The position peaked at $1.48M in Q4 2014. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

LBMC Investment Advisors reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
LBMC Investment Advisors sold 3,056 Medtronic shares in Q4 2022, an estimated $247K.
LBMC Investment Advisors first reported a position in Medtronic in Q4 2014 and held it in 8 quarters.
LBMC Investment Advisors's Medtronic position peaked at $1.48M in Q4 2014.
1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on LBMC Investment Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.