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Moody Lynn & Lieberson’s Medtronic MDT Stock Holding History

Moody Lynn & Lieberson’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
2021
Q2 		– Sell
-1,771
Closed -$209K – 225
2021
Q1 		$209K Buy
+1,771
New +$208K 0.02% 210
2020
Q1 		– Sell
-49,266
Closed -$5.59M – 188
2019
Q4 		$5.59M Buy
49,266
+47,022
+2,095% +$5.16M 0.54% 55
2019
Q3 		$244K Buy
+2,244
New +$234K 0.03% 172
2019
Q1 		– Sell
-22,817
Closed -$2.08M – 198
2018
Q4 		$2.08M Buy
22,817
+20,135
+751% +$1.88M 0.28% 69
2018
Q3 		$264K Buy
+2,682
New +$248K 0.03% 191
2018
Q2 		– Sell
-27,007
Closed -$2.17M – 211
2018
Q1 		$2.17M Sell
27,007
-204
-0.7% -$16.8K 0.26% 70
2017
Q4 		$2.34M Sell
27,211
-24,145
-47% -$1.93M 0.25% 72
2017
Q3 		$3.99M Sell
51,356
-89,287
-63% -$7.41M 0.49% 57
2017
Q2 		$12.5M Buy
140,643
+88,926
+172% +$7.5M 1.64% 21
2017
Q1 		$4.17M Buy
51,717
+9,053
+21% +$707K 0.59% 56
2016
Q4 		$3.04M Sell
42,664
-52,500
-55% -$4.12M 0.44% 59
2016
Q3 		$8.22M Sell
95,164
-3,077
-3% -$268K 1.37% 25
2016
Q2 		$8.52M Buy
98,241
+2,637
+3% +$213K 1.53% 24
2016
Q1 		$7.17M Sell
95,604
-13,454
-12% -$1.01M 1.13% 35
2015
Q4 		$8.39M Buy
109,058
+17,231
+19% +$1.3M 1.32% 22
2015
Q3 		$6.15M Sell
91,827
-109,365
-54% -$8.05M 1.18% 32
2015
Q2 		$14.9M Sell
201,192
-2,428
-1% -$186K 2.37% 8
2015
Q1 		$15.9M Sell
203,620
-22,972
-10% -$1.74M 2.53% 9
2014
Q4 		$16.4M Sell
226,592
-2,613
-1% -$182K 2.33% 10
2014
Q3 		$14.2M Buy
+229,205
New +$14.6M 2.11% 15

Other funds holding MDT

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moody Lynn & Lieberson's MDT Position: Q2 2021 in Review

Moody Lynn & Lieberson sold out of Medtronic (MDT) in Q2 2021, closing a stake of 1,771 shares — an estimated $209K sold.

Moody Lynn & Lieberson first reported a position in MDT in Q3 2014 and held it in 20 quarters. The position peaked at $16.4M in Q4 2014. 2,003 funds tracked by Wall St. Rank hold MDT as of Q2 2021.

  • Moody Lynn & Lieberson reported no remaining Medtronic position as of Q2 2021 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 1,771 Medtronic shares in Q2 2021, an estimated $209K.
  • Moody Lynn & Lieberson first reported a position in Medtronic in Q3 2014 and held it in 20 quarters.
  • Moody Lynn & Lieberson's Medtronic position peaked at $16.4M in Q4 2014.
  • 2,003 funds tracked by Wall St. Rank held Medtronic as of Q2 2021.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2021, filed 28 Jul 2021.