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Lucia Wealth Services’s Medtronic MDT Stock Holding History

Lucia Wealth Services’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
2020
Q3 		$1.35M Buy
12,995
+2,801
+27% +$281K 0.32% 59
2020
Q2 		$935K Buy
10,194
+3,647
+56% +$350K 0.25% 68
2020
Q1 		$590K Buy
+6,547
New +$697K 0.2% 93
2018
Q2 		– Sell
-9,448
Closed -$758K – 219
2018
Q1 		$758K Buy
9,448
+4,112
+77% +$339K 0.25% 89
2017
Q4 		$431K Buy
+5,336
New +$427K 0.19% 93

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucia Wealth Services's MDT Position: Q3 2020 in Review

Lucia Wealth Services increased its Medtronic (MDT) stake by 27% in Q3 2020, buying an estimated $281K and bringing the position to 12,995 shares worth $1.35M. The position accounts for 0.32% of the portfolio, ranked #59.

Lucia Wealth Services first reported a position in MDT in Q4 2017 and has held it in 5 quarters since. 1,810 funds tracked by Wall St. Rank hold MDT as of Q3 2020.

  • Lucia Wealth Services held 12,995 shares of Medtronic worth $1.35M as of Q3 2020.
  • Lucia Wealth Services bought 2,801 Medtronic shares in Q3 2020, an estimated $281K.
  • Medtronic made up 0.32% of Lucia Wealth Services's portfolio in Q3 2020, its #59 holding.
  • Lucia Wealth Services first reported a position in Medtronic in Q4 2017 and has held it in 5 quarters since.
  • 1,810 funds tracked by Wall St. Rank held Medtronic as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.