LM Advisors’s Medtronic MDT Stock Holding History

LM 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
2024 Q1	–	Sell	-57	Closed	-$4.68K	–	521
2023 Q4	$4.68K	Buy	+57	New	+$4.34K	﹤0.01%	599

Other funds holding MDT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

LM Advisors's MDT Position: Q1 2024 in Review

LM Advisors sold out of Medtronic (MDT) in Q1 2024, closing a stake of 57 shares — an estimated $4.68K sold.

LM Advisors first reported a position in MDT in Q4 2023 and held it in 1 quarter. The position peaked at $4.68K in Q4 2023. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

LM Advisors reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 57 Medtronic shares in Q1 2024, an estimated $4.68K.
LM Advisors first reported a position in Medtronic in Q4 2023 and held it in 1 quarter.
LM Advisors's Medtronic position peaked at $4.68K in Q4 2023.
2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.