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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lionsbridge Wealth Management's MDT Position: Q2 2022 in Review

Lionsbridge Wealth Management sold out of Medtronic (MDT) in Q2 2022, closing a stake of 11,125 shares — an estimated $1.23M sold.

Lionsbridge Wealth Management first reported a position in MDT in Q4 2019 and held it in 10 quarters. The position peaked at $1.47M in Q3 2021. 2,023 funds tracked by Wall St. Rank hold MDT as of Q2 2022.

Lionsbridge Wealth Management reported no remaining Medtronic position as of Q2 2022 after selling out during the quarter.
Lionsbridge Wealth Management sold 11,125 Medtronic shares in Q2 2022, an estimated $1.23M.
Lionsbridge Wealth Management first reported a position in Medtronic in Q4 2019 and held it in 10 quarters.
Lionsbridge Wealth Management's Medtronic position peaked at $1.47M in Q3 2021.
2,023 funds tracked by Wall St. Rank held Medtronic as of Q2 2022.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2022, filed 17 Nov 2022.