LPT
MDT icon

Legacy Private Trust’s Medtronic MDT Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-2,640
Closed -$205K – 231
2022
Q4 		$205K Sell
2,640
-240
-8% -$19.5K 0.02% 219
2022
Q3 		$233K Sell
2,880
-925
-24% -$83.1K 0.02% 207
2022
Q2 		$341K Sell
3,805
-2,310
-38% -$234K 0.03% 188
2022
Q1 		$678K Sell
6,115
-535
-8% -$56.5K 0.05% 169
2021
Q4 		$688K Buy
6,650
+351
+6% +$40.6K 0.05% 174
2021
Q3 		$790K Buy
6,299
+320
+5% +$41.4K 0.06% 161
2021
Q2 		$742K Buy
5,979
+666
+13% +$83.6K 0.06% 163
2021
Q1 		$628K Sell
5,313
-800
-13% -$93.8K 0.06% 163
2020
Q4 		$716K Buy
6,113
+3,476
+132% +$383K 0.07% 148
2020
Q3 		$274K Buy
+2,637
New +$265K 0.03% 202
2020
Q2 		– Sell
-2,295
Closed -$207K – 215
2020
Q1 		$207K Sell
2,295
-100
-4% -$10.6K 0.03% 197
2019
Q4 		$272K Buy
2,395
+133
+6% +$14.6K 0.03% 211
2019
Q3 		$246K Buy
2,262
+92
+4% +$9.6K 0.03% 216
2019
Q2 		$211K Sell
2,170
-487
-18% -$44.5K 0.02% 227
2019
Q1 		$242K Sell
2,657
-128
-5% -$11.5K 0.03% 203
2018
Q4 		$253K Hold
2,785
– – 0.03% 206
2018
Q3 		$274K Buy
2,785
+415
+18% +$38.4K 0.03% 202
2018
Q2 		$203K Sell
2,370
-485
-17% -$40.5K 0.02% 221
2018
Q1 		$229K Sell
2,855
-800
-22% -$66K 0.03% 218
2017
Q4 		$295K Sell
3,655
-2,615
-42% -$209K 0.03% 198
2017
Q3 		$488K Sell
6,270
-100
-2% -$8.3K 0.06% 174
2017
Q2 		$565K Sell
6,370
-2,690
-30% -$227K 0.07% 169
2017
Q1 		$730K Buy
9,060
+5,340
+144% +$417K 0.09% 162
2016
Q4 		$265K Buy
+3,720
New +$292K 0.04% 215
2015
Q3 		– Sell
-7,001
Closed -$519K – 241
2015
Q2 		$519K Sell
7,001
-11,252
-62% -$860K 0.08% 186
2015
Q1 		$1.42M Buy
+18,253
New +$1.38M 0.21% 117

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Legacy Private Trust's MDT Position: Q1 2023 in Review

Legacy Private Trust sold out of Medtronic (MDT) in Q1 2023, closing a stake of 2,640 shares — an estimated $205K sold.

Legacy Private Trust first reported a position in MDT in Q1 2015 and held it in 26 quarters. The position peaked at $1.42M in Q1 2015. 1,991 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

  • Legacy Private Trust reported no remaining Medtronic position as of Q1 2023 after selling out during the quarter.
  • Legacy Private Trust sold 2,640 Medtronic shares in Q1 2023, an estimated $205K.
  • Legacy Private Trust first reported a position in Medtronic in Q1 2015 and held it in 26 quarters.
  • Legacy Private Trust's Medtronic position peaked at $1.42M in Q1 2015.
  • 1,991 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on Legacy Private Trust's 13F filing for Q1 2023, filed 12 Apr 2023.