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LMG Wealth Partners’s Medtronic MDT Stock Holding History

LMG Wealth Partners’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
-36,292
Closed -$3.2M – 106
2023
Q2 		$3.2M Buy
36,292
+1,609
+5% +$139K 0.98% 36
2023
Q1 		$2.8M Buy
34,683
+3,489
+11% +$284K 0.9% 36
2022
Q4 		$2.51M Buy
+31,194
New +$2.53M 0.83% 37

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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

LMG Wealth Partners's MDT Position: Q3 2023 in Review

LMG Wealth Partners sold out of Medtronic (MDT) in Q3 2023, closing a stake of 36,292 shares — an estimated $3.2M sold.

LMG Wealth Partners first reported a position in MDT in Q4 2022 and held it in 3 quarters. The position peaked at $3.2M in Q2 2023. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • LMG Wealth Partners reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • LMG Wealth Partners sold 36,292 Medtronic shares in Q3 2023, an estimated $3.2M.
  • LMG Wealth Partners first reported a position in Medtronic in Q4 2022 and held it in 3 quarters.
  • LMG Wealth Partners's Medtronic position peaked at $3.2M in Q2 2023.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on LMG Wealth Partners's 13F filing for Q3 2023, filed 16 Oct 2023.