Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Medtronic MDT Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-50
Closed -$3.92K – 315
2023
Q3 		$3.92K Buy
+50
New +$4.19K ﹤0.01% 412

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Financial Group (Iowa)'s MDT Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Medtronic (MDT) in Q4 2023, closing a stake of 50 shares — an estimated $3.92K sold.

Legacy Financial Group (Iowa) first reported a position in MDT in Q3 2023 and held it in 1 quarter. The position peaked at $3.92K in Q3 2023. 2,074 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 50 Medtronic shares in Q4 2023, an estimated $3.92K.
  • Legacy Financial Group (Iowa) first reported a position in Medtronic in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Medtronic position peaked at $3.92K in Q3 2023.
  • 2,074 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.