LFS
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Legacy Financial Strategies’s Medtronic MDT Stock Holding History

Legacy Financial Strategies’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
2022
Q2 		– Sell
-14,477
Closed -$1.61M – 68
2022
Q1 		$1.61M Buy
14,477
+2,953
+26% +$312K 0.68% 30
2021
Q4 		$1.19M Buy
11,524
+56
+0.5% +$6.49K 0.52% 38
2021
Q3 		$1.44M Buy
11,468
+720
+7% +$93.2K 0.68% 30
2021
Q2 		$1.33M Buy
10,748
+665
+7% +$83.5K 0.64% 35
2021
Q1 		$1.19M Buy
10,083
+422
+4% +$49.5K 0.63% 33
2020
Q4 		$1.13M Buy
9,661
+123
+1% +$13.5K 0.58% 32
2020
Q3 		$991K Buy
9,538
+586
+7% +$58.9K 0.57% 33
2020
Q2 		$821K Buy
8,952
+453
+5% +$43.4K 0.63% 33
2020
Q1 		$766K Buy
8,499
+281
+3% +$29.9K 0.73% 21
2019
Q4 		$932K Buy
8,218
+583
+8% +$64K 0.75% 23
2019
Q3 		$811K Buy
7,635
+398
+5% +$41.5K 0.72% 22
2019
Q2 		$724K Buy
7,237
+323
+5% +$29.5K 0.68% 27
2019
Q1 		$630K Buy
6,914
+372
+6% +$33.3K 0.54% 32
2018
Q4 		$595K Buy
6,542
+231
+4% +$21.6K 0.59% 18
2018
Q3 		$581K Buy
6,311
+981
+18% +$90.7K 0.59% 19
2018
Q2 		$456K Buy
5,330
+635
+14% +$53K 0.41% 54
2018
Q1 		$377K Buy
4,695
+1,654
+54% +$136K 0.37% 63
2017
Q4 		$246K Buy
+3,041
New +$244K 0.26% 86

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return