LA
MDT icon

LexAurum Advisors’s Medtronic MDT Stock Holding History

LexAurum 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 		– Sell
-2,009
Closed -$208K – 274
2021
Q4 		$208K Buy
2,009
+9
+0.5% +$1.04K 0.07% 239
2021
Q3 		$251K Buy
2,000
+124
+7% +$16K 0.07% 244
2021
Q2 		$233K Sell
1,876
-46
-2% -$5.78K 0.07% 257
2021
Q1 		$227K Buy
1,922
+4
+0.2% +$469 0.08% 225
2020
Q4 		$225K Sell
1,918
-96
-5% -$10.6K 0.08% 222
2020
Q3 		$209K Buy
+2,014
New +$202K 0.09% 210

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

LexAurum Advisors's MDT Position: Q1 2022 in Review

LexAurum Advisors sold out of Medtronic (MDT) in Q1 2022, closing a stake of 2,009 shares — an estimated $208K sold.

LexAurum Advisors first reported a position in MDT in Q3 2020 and held it in 6 quarters. The position peaked at $251K in Q3 2021. 2,101 funds tracked by Wall St. Rank hold MDT as of Q1 2022.

  • LexAurum Advisors reported no remaining Medtronic position as of Q1 2022 after selling out during the quarter.
  • LexAurum Advisors sold 2,009 Medtronic shares in Q1 2022, an estimated $208K.
  • LexAurum Advisors first reported a position in Medtronic in Q3 2020 and held it in 6 quarters.
  • LexAurum Advisors's Medtronic position peaked at $251K in Q3 2021.
  • 2,101 funds tracked by Wall St. Rank held Medtronic as of Q1 2022.

Based on LexAurum Advisors's 13F filing for Q1 2022, filed 4 May 2022.