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 Q1	–	Sell	-300	Closed	-$24.7K	–	196
2023 Q4	$24.7K	Buy	+300	New	+$22.9K	0.01%	188

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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. 2,064 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.
2,064 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.