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Live Oak Private Wealth’s Medtronic MDT Stock Holding History

Live Oak Private Wealth’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
2023
Q3 		– Sell
-2,281
Closed -$201K – 165
2023
Q2 		$201K Buy
+2,281
New +$196K 0.04% 154
2022
Q4 		– Sell
-3,635
Closed -$294K – 176
2022
Q3 		$294K Sell
3,635
-18,391
-83% -$1.65M 0.07% 133
2022
Q2 		$1.98M Buy
22,026
+2,517
+13% +$255K 0.42% 67
2022
Q1 		$2.16M Buy
19,509
+6,002
+44% +$634K 0.42% 65
2021
Q4 		$1.4M Buy
13,507
+1,795
+15% +$208K 0.26% 79
2021
Q3 		$1.47M Buy
11,712
+2,348
+25% +$304K 0.3% 76
2021
Q2 		$1.16M Buy
9,364
+961
+11% +$121K 0.26% 80
2021
Q1 		$993K Buy
8,403
+2,199
+35% +$258K 0.24% 78
2020
Q4 		$727K Buy
6,204
+986
+19% +$109K 0.2% 82
2020
Q3 		$542K Buy
5,218
+851
+19% +$85.5K 0.19% 84
2020
Q2 		$400K Buy
4,367
+481
+12% +$46.1K 0.15% 95
2020
Q1 		$350K Buy
3,886
+1,094
+39% +$116K 0.36% 49
2019
Q4 		$317K Buy
+2,792
New +$306K 0.31% 53

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Live Oak Private Wealth's MDT Position: Q3 2023 in Review

Live Oak Private Wealth sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,281 shares — an estimated $201K sold.

Live Oak Private Wealth first reported a position in MDT in Q4 2019 and held it in 13 quarters. The position peaked at $2.16M in Q1 2022. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Live Oak Private Wealth reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Live Oak Private Wealth sold 2,281 Medtronic shares in Q3 2023, an estimated $201K.
  • Live Oak Private Wealth first reported a position in Medtronic in Q4 2019 and held it in 13 quarters.
  • Live Oak Private Wealth's Medtronic position peaked at $2.16M in Q1 2022.
  • 1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Live Oak Private Wealth's 13F filing for Q3 2023, filed 23 Oct 2023.