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Lenox Wealth Advisors’s Medtronic MDT Stock Holding History

Lenox Wealth Advisors’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
Q1 		$33K Sell
296
-800
-73% -$84.5K ﹤0.01% 300
2021
Q4 		$113K Sell
1,096
-23
-2% -$2.66K 0.01% 158
2021
Q3 		$140K Buy
1,119
+684
+157% +$88.5K 0.02% 132
2021
Q2 		$54K Sell
435
-99
-19% -$12.4K 0.01% 223
2021
Q1 		$63K Buy
534
+45
+9% +$5.27K 0.01% 163
2020
Q4 		$57K Buy
489
+8
+2% +$881 0.01% 173
2020
Q3 		$50K Sell
481
-106
-18% -$10.6K 0.01% 162
2020
Q2 		$54K Buy
587
+146
+33% +$14K 0.01% 155
2020
Q1 		$40K Buy
441
+27
+7% +$2.87K 0.01% 161
2019
Q4 		$47K Buy
414
+118
+40% +$12.9K 0.01% 182
2019
Q3 		$32K Buy
296
+236
+393% +$24.6K 0.01% 212
2019
Q2 		$6K Buy
60
+11
+22% +$1K ﹤0.01% 309
2019
Q1 		$4K Buy
+49
New +$4.39K ﹤0.01% 402
2018
Q3 		– Sell
-7
Closed -$1K – 482
2018
Q2 		$1K Buy
+7
New +$585 ﹤0.01% 521
2017
Q4 		– Sell
-4
Closed – – 428
2017
Q3 		$0 Buy
+4
New +$332 ﹤0.01% 266
2016
Q3 		– Sell
-53
Closed -$5K – 212
2016
Q2 		$5K Sell
53
-37
-41% -$2.99K ﹤0.01% 191
2016
Q1 		$7K Sell
90
-88
-49% -$6.63K ﹤0.01% 180
2015
Q4 		$14K Sell
178
-256
-59% -$19.3K ﹤0.01% 165
2015
Q3 		$29K Buy
434
+50
+13% +$3.68K 0.01% 113
2015
Q2 		$28K Sell
384
-13
-3% -$993 0.01% 88
2015
Q1 		$31K Buy
397
+138
+53% +$10.5K 0.01% 95
2014
Q4 		$19K Buy
259
+50
+24% +$3.47K 0.01% 139
2014
Q3 		$13K Buy
+209
New +$13.3K 0.01% 162

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Lenox Wealth Advisors's MDT Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Medtronic (MDT) stake by 73% in Q1 2022, selling an estimated $84.5K and leaving 296 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Lenox Wealth Advisors first reported a position in MDT in Q3 2014 and has held it in 23 quarters since. The position peaked at $140K in Q3 2021. 2,102 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

  • Lenox Wealth Advisors held 296 shares of Medtronic worth $33K as of Q1 2022.
  • Lenox Wealth Advisors sold 800 Medtronic shares in Q1 2022, an estimated $84.5K.
  • Medtronic made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #300 holding.
  • Lenox Wealth Advisors first reported a position in Medtronic in Q3 2014 and has held it in 23 quarters since.
  • Lenox Wealth Advisors's Medtronic position peaked at $140K in Q3 2021.
  • 2,102 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.