Legacy Wealth Management (Mississippi)’s Medtronic MDT Stock Holding History

Legacy Wealth Management (Mississippi)’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 Q4	–	Sell	-6,538	Closed	-$528K	–	75
2022 Q3	$528K	Sell	6,538 -6,950	-52%	-$625K	0.36%	54
2022 Q2	$1.21M	Sell	13,488 -411	-3%	-$41.6K	0.74%	46
2022 Q1	$1.54M	Buy	13,899 +529	+4%	+$55.9K	0.81%	38
2021 Q4	$1.38M	Buy	13,370 +27	+0.2%	+$3.13K	0.71%	41
2021 Q3	$1.67M	Hold	13,343	–	–	0.89%	34
2021 Q2	$1.66M	Hold	13,343	–	–	0.92%	33
2021 Q1	$1.58M	Buy	13,343 +275	+2%	+$32.2K	0.96%	33
2020 Q4	$1.53M	Sell	13,068 -550	-4%	-$60.5K	0.97%	33
2020 Q3	$1.42M	Buy	13,618 +4,212	+45%	+$423K	0.98%	34
2020 Q2	$863K	Buy	9,406 +794	+9%	+$76.1K	0.66%	46
2020 Q1	$777K	Buy	8,612 +6,721	+355%	+$715K	0.72%	46
2019 Q4	$215K	Buy	+1,891	New	+$208K	0.19%	99

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s MDT Position: Q4 2022 in Review

Legacy Wealth Management (Mississippi) sold out of Medtronic (MDT) in Q4 2022, closing a stake of 6,538 shares — an estimated $528K sold.

Legacy Wealth Management (Mississippi) first reported a position in MDT in Q4 2019 and held it in 12 quarters. The position peaked at $1.67M in Q3 2021. 1,961 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

Legacy Wealth Management (Mississippi) reported no remaining Medtronic position as of Q4 2022 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 6,538 Medtronic shares in Q4 2022, an estimated $528K.
Legacy Wealth Management (Mississippi) first reported a position in Medtronic in Q4 2019 and held it in 12 quarters.
Legacy Wealth Management (Mississippi)'s Medtronic position peaked at $1.67M in Q3 2021.
1,961 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2022, filed 12 Dec 2024.