Lion Street Advisors’s Medtronic MDT Stock Holding History

Lion Street 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
2025 Q3	$391K	Buy	+3,265	New	+$300K	0.14%	143
2024 Q2	–	Sell	-3,104	Closed	-$256K	–	274
2024 Q1	$256K	Hold	3,104	–	–	0.1%	206
2023 Q4	$256K	Sell	3,104 -966	-24%	-$73.6K	0.1%	206
2023 Q3	$319K	Sell	4,070 -482	-11%	-$40.3K	0.1%	169
2023 Q2	$546K	Buy	4,552 +1,804	+66%	+$155K	0.18%	106
2023 Q1	$222K	Sell	2,748 -875	-24%	-$71.3K	0.07%	215
2022 Q4	$434K	Buy	+3,623	New	+$294K	0.23%	72
2022 Q3	–	Sell	-3,623	Closed	-$433K	–	156
2022 Q2	$433K	Buy	3,623 +1,535	+74%	+$156K	0.23%	73
2022 Q1	$231K	Sell	2,088 -1,500	-42%	-$158K	0.12%	126
2021 Q4	$375K	Sell	3,588 -34	-0.9%	-$3.94K	0.18%	87
2021 Q3	$454K	Buy	+3,622	New	+$469K	0.24%	67
2021 Q2	–	Sell	-1,973	Closed	-$234K	–	70
2021 Q1	$234K	Buy	+1,973	New	+$231K	5.57%	7
2020 Q2	–	Sell	-403	Closed	-$36K	–	249
2020 Q1	$36K	Buy	+403	New	+$42.9K	0.2%	65

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return