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 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

Capital Research Global Investors

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon

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