Lumature Wealth Partners’s Medtronic MDT Stock Holding History

Lumature 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 Q2	$248K	Sell	2,820 -22	-0.8%	-$1.89K	0.15%	136
2023 Q1	$229K	Buy	2,842 +165	+6%	+$13.4K	0.13%	143
2022 Q4	$208K	Sell	2,677 -87	-3%	-$7.05K	0.12%	147
2022 Q3	$223K	Buy	2,764 +69	+3%	+$6.2K	0.12%	137
2022 Q2	$242K	Sell	2,695 -768	-22%	-$77.8K	0.11%	140
2022 Q1	$384K	Buy	3,463 +2,289	+195%	+$242K	0.15%	104
2021 Q4	$121K	Sell	1,174 -61	-5%	-$7.06K	0.05%	165
2021 Q3	$155K	Sell	1,235 -128	-9%	-$16.6K	0.06%	152
2021 Q2	$169K	Sell	1,363 -135	-9%	-$16.9K	0.07%	151
2021 Q1	$177K	Sell	1,498 -4,373	-74%	-$513K	0.09%	126
2020 Q4	$688K	Buy	+5,871	New	+$646K	0.65%	37

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

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

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

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

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

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

Lumature Wealth Partners's MDT Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Medtronic (MDT) stake by 0.77% in Q2 2023, selling an estimated $1.89K and leaving 2,820 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #136.

Lumature Wealth Partners first reported a position in MDT in Q4 2020 and has held it in 11 quarters since. The position peaked at $688K in Q4 2020. 2,057 funds tracked by Wall St. Rank hold MDT as of Q2 2023.

Lumature Wealth Partners held 2,820 shares of Medtronic worth $248K as of Q2 2023.
Lumature Wealth Partners sold 22 Medtronic shares in Q2 2023, an estimated $1.89K.
Medtronic made up 0.15% of Lumature Wealth Partners's portfolio in Q2 2023, its #136 holding.
Lumature Wealth Partners first reported a position in Medtronic in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Medtronic position peaked at $688K in Q4 2020.
2,057 funds tracked by Wall St. Rank held Medtronic as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.