Lenox Wealth Management’s Medtronic MDT Stock Holding History

Lenox Wealth Management’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
2020 Q2	$1.63M	Sell	17,713 -1,320	-7%	-$127K	0.5%	36
2020 Q1	$1.73M	Buy	19,033 +1,014	+6%	+$108K	0.59%	32
2019 Q4	$2.05M	Sell	18,019 -768	-4%	-$84.3K	0.58%	36
2019 Q3	$2.05M	Sell	18,787 -160	-0.8%	-$16.7K	0.6%	36
2019 Q2	$1.84M	Buy	18,947 +338	+2%	+$30.9K	0.55%	38
2019 Q1	$1.7M	Buy	18,609 +216	+1%	+$19.3K	0.53%	40
2018 Q4	$1.68M	Sell	18,393 -615	-3%	-$57.5K	0.57%	41
2018 Q3	$1.88M	Buy	19,008 +2,049	+12%	+$189K	0.56%	40
2018 Q2	$1.45M	Buy	16,959 +260	+2%	+$21.7K	0.47%	40
2018 Q1	$1.35M	Buy	16,699 +385	+2%	+$31.8K	0.43%	53
2017 Q4	$1.32M	Buy	16,314 +3,163	+24%	+$253K	0.4%	51
2017 Q3	$1.03M	Buy	13,151 +2,583	+24%	+$214K	0.35%	52
2017 Q2	$938K	Buy	+10,568	New	+$891K	0.38%	51

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Lenox Wealth Management's MDT Position: Q2 2020 in Review

Lenox Wealth Management reduced its Medtronic (MDT) stake by 6.9% in Q2 2020, selling an estimated $127K and leaving 17,713 shares worth $1.63M. The position accounts for 0.5% of the portfolio, ranked #36.

Lenox Wealth Management first reported a position in MDT in Q2 2017 and has held it in 13 quarters since. The position peaked at $2.05M in Q4 2019. 1,759 funds tracked by Wall St. Rank hold MDT as of Q2 2020.

Lenox Wealth Management held 17,713 shares of Medtronic worth $1.63M as of Q2 2020.
Lenox Wealth Management sold 1,320 Medtronic shares in Q2 2020, an estimated $127K.
Medtronic made up 0.5% of Lenox Wealth Management's portfolio in Q2 2020, its #36 holding.
Lenox Wealth Management first reported a position in Medtronic in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Medtronic position peaked at $2.05M in Q4 2019.
1,759 funds tracked by Wall St. Rank held Medtronic as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.