LGA
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Lebenthal Global Advisors’s Medtronic MDT Stock Holding History

Lebenthal Global 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
2024
Q3 		– Sell
-3,954
Closed -$311K – 195
2024
Q2 		$311K Buy
3,954
+10
+0.3% +$820 0.07% 150
2024
Q1 		$344K Buy
3,944
+100
+3% +$8.53K 0.08% 146
2023
Q4 		$317K Sell
3,844
-668
-15% -$50.9K 0.07% 149
2023
Q3 		$354K Buy
4,512
+298
+7% +$24.9K 0.11% 96
2023
Q2 		$371K Sell
4,214
-59
-1% -$5.08K 0.11% 90
2023
Q1 		$344K Buy
4,273
+90
+2% +$7.33K 0.11% 89
2022
Q4 		$325K Buy
4,183
+360
+9% +$29.2K 0.11% 102
2022
Q3 		$308K Sell
3,823
-64
-2% -$5.75K 0.14% 87
2022
Q2 		$348K Buy
3,887
+201
+5% +$20.4K 0.17% 93
2022
Q1 		$408K Buy
+3,686
New +$389K 0.17% 96

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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