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LPWM LLC’s Medtronic MDT Stock Holding History

LPWM LLC’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
Q4 		– Sell
-2,616
Closed -$203K – 72
2023
Q3 		$203K Buy
2,616
+40
+2% +$3.35K 0.09% 64
2023
Q2 		$224K Buy
2,576
+31
+1% +$2.67K 0.1% 62
2023
Q1 		$205K Sell
2,545
-883
-26% -$72K 0.1% 65
2022
Q4 		$270K Buy
3,428
+61
+2% +$4.94K 0.15% 53
2022
Q3 		$272K Buy
3,367
+225
+7% +$20.2K 0.16% 51
2022
Q2 		$281K Hold
3,142
– – 0.16% 50
2022
Q1 		$353K Sell
3,142
-725
-19% -$76.6K 0.18% 49
2021
Q4 		$400K Buy
3,867
+47
+1% +$5.44K 0.21% 41
2021
Q3 		$486K Buy
3,820
+41
+1% +$5.31K 0.29% 37
2021
Q2 		$484K Buy
3,779
+29
+0.8% +$3.64K 0.29% 37
2021
Q1 		$443K Buy
3,750
+107
+3% +$12.5K 0.3% 37
2020
Q4 		$427K Sell
3,643
-341
-9% -$37.5K 0.32% 37
2020
Q3 		$408K Buy
3,984
+925
+30% +$92.9K 0.33% 36
2020
Q2 		$281K Buy
3,059
+40
+1% +$3.84K 0.26% 42
2020
Q1 		$272K Sell
3,019
-246
-8% -$26.2K 0.3% 35
2019
Q4 		$370K Buy
+3,265
New +$358K 0.34% 30

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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPWM LLC's MDT Position: Q4 2023 in Review

LPWM LLC sold out of Medtronic (MDT) in Q4 2023, closing a stake of 2,616 shares — an estimated $203K sold.

LPWM LLC first reported a position in MDT in Q4 2019 and held it in 16 quarters. The position peaked at $486K in Q3 2021. 2,077 funds tracked by Wall St. Rank hold MDT as of Q4 2023.

  • LPWM LLC reported no remaining Medtronic position as of Q4 2023 after selling out during the quarter.
  • LPWM LLC sold 2,616 Medtronic shares in Q4 2023, an estimated $203K.
  • LPWM LLC first reported a position in Medtronic in Q4 2019 and held it in 16 quarters.
  • LPWM LLC's Medtronic position peaked at $486K in Q3 2021.
  • 2,077 funds tracked by Wall St. Rank held Medtronic as of Q4 2023.

Based on LPWM LLC's 13F filing for Q4 2023, filed 12 Jan 2024.