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Lighthouse Financial Advisors’s Medtronic MDT Stock Holding History

Lighthouse Financial 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
2021
Q1 		$2.67M Sell
22,632
-593
-3% -$69.5K 0.81% 37
2020
Q4 		$2.72M Buy
23,225
+262
+1% +$28.8K 0.92% 34
2020
Q3 		$2.39M Buy
22,963
+326
+1% +$32.7K 0.91% 34
2020
Q2 		$2.07M Buy
22,637
+1,211
+6% +$116K 0.87% 33
2020
Q1 		$1.92M Buy
21,426
+2,304
+12% +$245K 1.17% 26
2019
Q4 		$2.17M Buy
+19,122
New +$2.1M 1.02% 23

Other funds holding MDT

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lighthouse Financial Advisors's MDT Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Medtronic (MDT) stake by 2.6% in Q1 2021, selling an estimated $69.5K and leaving 22,632 shares worth $2.67M. The position accounts for 0.81% of the portfolio, ranked #37.

Lighthouse Financial Advisors first reported a position in MDT in Q4 2019 and has held it in 6 quarters since. The position peaked at $2.72M in Q4 2020. 1,976 funds tracked by Wall St. Rank hold MDT as of Q1 2021.

  • Lighthouse Financial Advisors held 22,632 shares of Medtronic worth $2.67M as of Q1 2021.
  • Lighthouse Financial Advisors sold 593 Medtronic shares in Q1 2021, an estimated $69.5K.
  • Medtronic made up 0.81% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #37 holding.
  • Lighthouse Financial Advisors first reported a position in Medtronic in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's Medtronic position peaked at $2.72M in Q4 2020.
  • 1,976 funds tracked by Wall St. Rank held Medtronic as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.