LWM
MDT icon

Lionsbridge Wealth Management’s Medtronic MDT Stock Holding History

Lionsbridge 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
2022
Q2 		– Sell
-11,125
Closed -$1.23M – 46
2022
Q1 		$1.23M Sell
11,125
-444
-4% -$46.9K 1.43% 35
2021
Q4 		$1.2M Sell
11,569
-169
-1% -$19.6K 1.28% 43
2021
Q3 		$1.47M Sell
11,738
-14
-0.1% -$1.81K 1.59% 27
2021
Q2 		$1.47M Buy
11,752
+2,315
+25% +$291K 1.57% 32
2021
Q1 		$1.11M Buy
9,437
+484
+5% +$56.7K 1.09% 43
2020
Q4 		$1.05M Buy
8,953
+330
+4% +$36.3K 1.14% 39
2020
Q3 		$896K Sell
8,623
-3
-0% -$301 1.08% 37
2020
Q2 		$796K Buy
8,626
+108
+1% +$10.4K 0.9% 36
2020
Q1 		$768K Buy
8,518
+3
+0% +$319 0.92% 29
2019
Q4 		$969K Buy
+8,515
New +$934K 0.9% 40

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return