LWM Advisory Services’s Medtronic MDT Stock Holding History

LWM Advisory 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
2022 Q3	–	Sell	-4,448	Closed	-$399K	–	122
2022 Q2	$399K	Sell	4,448 -9	-0.2%	-$912	0.48%	64
2022 Q1	$495K	Buy	4,457 +137	+3%	+$14.5K	0.61%	47
2021 Q4	$447K	Buy	+4,320	New	+$500K	0.55%	51

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 $315B AUM 27.84% 1-Year Est. Return

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LWM Advisory Services's MDT Position: Q3 2022 in Review

LWM Advisory Services sold out of Medtronic (MDT) in Q3 2022, closing a stake of 4,448 shares — an estimated $399K sold.

LWM Advisory Services first reported a position in MDT in Q4 2021 and held it in 3 quarters. The position peaked at $495K in Q1 2022. 1,931 funds tracked by Wall St. Rank hold MDT as of Q3 2022.

LWM Advisory Services reported no remaining Medtronic position as of Q3 2022 after selling out during the quarter.
LWM Advisory Services sold 4,448 Medtronic shares in Q3 2022, an estimated $399K.
LWM Advisory Services first reported a position in Medtronic in Q4 2021 and held it in 3 quarters.
LWM Advisory Services's Medtronic position peaked at $495K in Q1 2022.
1,931 funds tracked by Wall St. Rank held Medtronic as of Q3 2022.

Based on LWM Advisory Services's 13F filing for Q3 2022, filed 16 Nov 2022.