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Lee Financial’s Medtronic MDT Stock Holding History

Lee Financial’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 -$24.9K – 555
2023
Q4 		$24.9K Sell
300
-32
-10% -$2.44K ﹤0.01% 288
2023
Q3 		$26.3K Hold
332
– – ﹤0.01% 273
2023
Q2 		$29.5K Hold
332
– – 0.01% 264
2023
Q1 		$27K Buy
332
+26
+8% +$2.12K ﹤0.01% 280
2022
Q4 		$23.8K Sell
306
-29
-9% -$2.35K ﹤0.01% 320
2022
Q3 		$27K Sell
335
-123
-27% -$11.1K 0.01% 298
2022
Q2 		$41K Buy
458
+13
+3% +$1.32K 0.01% 264
2022
Q1 		$49K Sell
445
-1,295
-74% -$137K 0.01% 241
2021
Q4 		$180K Buy
1,740
+900
+107% +$104K 0.03% 148
2021
Q3 		$105K Hold
840
– – 0.02% 177
2021
Q2 		$104K Hold
840
– – 0.02% 175
2021
Q1 		$99K Sell
840
-13
-2% -$1.52K 0.02% 178
2020
Q4 		$100K Sell
853
-12
-1% -$1.32K 0.03% 160
2020
Q3 		$90K Hold
865
– – 0.03% 163
2020
Q2 		$79K Buy
865
+300
+53% +$28.8K 0.02% 160
2020
Q1 		$51K Buy
565
+540
+2,160% +$57.4K 0.02% 170
2019
Q4 		$3K Hold
25
– – ﹤0.01% 440
2019
Q3 		$3K Hold
25
– – ﹤0.01% 454
2019
Q2 		$2K Hold
25
– – ﹤0.01% 489
2019
Q1 		$2K Buy
+25
New +$2.24K ﹤0.01% 481
2018
Q3 		– Sell
-1,159
Closed -$99K – 605
2018
Q2 		$99K Hold
1,159
– – 0.02% 211
2018
Q1 		$93K Buy
+1,159
New +$95.6K 0.02% 217
2017
Q1 		– Sell
-161
Closed -$11K – 419
2016
Q4 		$11K Buy
+161
New +$12.6K 0.01% 275

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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

Lee Financial's MDT Position: Q1 2024 in Review

Lee Financial sold out of Medtronic (MDT) in Q1 2024, closing a stake of 300 shares — an estimated $24.9K sold.

Lee Financial first reported a position in MDT in Q4 2016 and held it in 23 quarters. The position peaked at $180K in Q4 2021. 2,081 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Lee Financial reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 300 Medtronic shares in Q1 2024, an estimated $24.9K.
  • Lee Financial first reported a position in Medtronic in Q4 2016 and held it in 23 quarters.
  • Lee Financial's Medtronic position peaked at $180K in Q4 2021.
  • 2,081 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.