LeJeune Puetz Investment Counsel’s Medtronic MDT Stock Holding History

LeJeune Puetz Investment Counsel’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	$161K	Sell	2,001 -50	-2%	-$4.08K	0.06%	172
2022 Q4	$159K	Sell	2,051 -876	-30%	-$71K	0.06%	166
2022 Q3	$236K	Hold	2,927	–	–	0.1%	138
2022 Q2	$262K	Hold	2,927	–	–	0.1%	133
2022 Q1	$324K	Buy	2,927 +85	+3%	+$8.98K	0.11%	126
2021 Q4	$294K	Hold	2,842	–	–	0.1%	135
2021 Q3	$356K	Buy	2,842 +876	+45%	+$113K	0.13%	125
2021 Q2	$244K	Hold	1,966	–	–	0.09%	145
2021 Q1	$232K	Hold	1,966	–	–	0.09%	145
2020 Q4	$230K	Hold	1,966	–	–	0.1%	137
2020 Q3	$204K	Hold	1,966	–	–	0.1%	136
2020 Q2	$180K	Hold	1,966	–	–	0.09%	140
2020 Q1	$177K	Sell	1,966 -1,236	-39%	-$131K	0.1%	136
2019 Q4	$363K	Hold	3,202	–	–	0.17%	115
2019 Q3	$348K	Hold	3,202	–	–	0.18%	112
2019 Q2	$312K	Buy	3,202 +40	+1%	+$3.65K	0.16%	117
2019 Q1	$288K	Hold	3,162	–	–	0.16%	120
2018 Q4	$288K	Buy	3,162 +1,236	+64%	+$116K	0.18%	113
2018 Q3	$189K	Sell	1,926 -300	-13%	-$27.7K	0.11%	131
2018 Q2	$191K	Hold	2,226	–	–	0.12%	129
2018 Q1	$179K	Hold	2,226	–	–	0.11%	125
2017 Q4	$180K	Hold	2,226	–	–	0.11%	125
2017 Q3	$173K	Hold	2,226	–	–	0.11%	123
2017 Q2	$198K	Sell	2,226 -355	-14%	-$29.9K	0.13%	120
2017 Q1	$208K	Buy	2,581 +230	+10%	+$18K	0.15%	117
2016 Q4	$167K	Buy	+2,351	New	+$185K	0.13%	120

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 $315B AUM 27.84% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LeJeune Puetz Investment Counsel's MDT Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel reduced its Medtronic (MDT) stake by 2.4% in Q1 2023, selling an estimated $4.08K and leaving 2,001 shares worth $161K. The position accounts for 0.06% of the portfolio, ranked #172.

LeJeune Puetz Investment Counsel first reported a position in MDT in Q4 2016 and has held it in 26 quarters since. The position peaked at $363K in Q4 2019. 1,991 funds tracked by Wall St. Rank hold MDT as of Q1 2023.

LeJeune Puetz Investment Counsel held 2,001 shares of Medtronic worth $161K as of Q1 2023.
LeJeune Puetz Investment Counsel sold 50 Medtronic shares in Q1 2023, an estimated $4.08K.
Medtronic made up 0.06% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #172 holding.
LeJeune Puetz Investment Counsel first reported a position in Medtronic in Q4 2016 and has held it in 26 quarters since.
LeJeune Puetz Investment Counsel's Medtronic position peaked at $363K in Q4 2019.
1,991 funds tracked by Wall St. Rank held Medtronic as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.