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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lebenthal Global Advisors's MDT Position: Q3 2024 in Review

Lebenthal Global Advisors sold out of Medtronic (MDT) in Q3 2024, closing a stake of 3,954 shares — an estimated $311K sold.

Lebenthal Global Advisors first reported a position in MDT in Q1 2022 and held it in 10 quarters. The position peaked at $408K in Q1 2022. 2,069 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • Lebenthal Global Advisors reported no remaining Medtronic position as of Q3 2024 after selling out during the quarter.
  • Lebenthal Global Advisors sold 3,954 Medtronic shares in Q3 2024, an estimated $311K.
  • Lebenthal Global Advisors first reported a position in Medtronic in Q1 2022 and held it in 10 quarters.
  • Lebenthal Global Advisors's Medtronic position peaked at $408K in Q1 2022.
  • 2,069 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

Based on Lebenthal Global Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.