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Sargent Bickham Lagudis’s Medtronic MDT Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$691K Sell
8,887
-100
-1% -$8.11K 0.06% 155
2022
Q3 		$726K Sell
8,987
-275
-3% -$24.7K 0.06% 145
2022
Q2 		$831K Sell
9,262
-227
-2% -$23K 0.07% 145
2022
Q1 		$1.05M Sell
9,489
-362
-4% -$38.2K 0.08% 134
2021
Q4 		$1.02M Sell
9,851
-476
-5% -$55.1K 0.08% 132
2021
Q3 		$1.29M Buy
10,327
+284
+3% +$36.8K 0.11% 118
2021
Q2 		$1.25M Sell
10,043
-20
-0.2% -$2.51K 0.1% 120
2021
Q1 		$1.19M Buy
10,063
+90
+0.9% +$10.5K 0.1% 115
2020
Q4 		$1.17M Buy
9,973
+2,930
+42% +$323K 0.11% 115
2020
Q3 		$732K Hold
7,043
– – 0.07% 122
2020
Q2 		$646K Sell
7,043
-35
-0.5% -$3.36K 0.07% 125
2020
Q1 		$638K Buy
7,078
+5,846
+475% +$622K 0.08% 132
2019
Q4 		$140K Buy
1,232
+1,049
+573% +$115K 0.02% 237
2019
Q3 		$20K Buy
183
+60
+49% +$6.26K ﹤0.01% 475
2019
Q2 		$12K Buy
123
+35
+40% +$3.2K ﹤0.01% 566
2019
Q1 		$8K Hold
88
– – ﹤0.01% 639
2018
Q4 		$8K Hold
88
– – ﹤0.01% 609
2018
Q3 		$9K Buy
88
+18
+26% +$1.66K ﹤0.01% 620
2018
Q2 		$6K Sell
70
-337
-83% -$28.1K ﹤0.01% 649
2018
Q1 		$33K Hold
407
– – ﹤0.01% 427
2017
Q4 		$33K Sell
407
-200
-33% -$16K ﹤0.01% 431
2017
Q3 		$47K Hold
607
– – 0.01% 377
2017
Q2 		$54K Hold
607
– – 0.01% 349
2017
Q1 		$49K Sell
607
-150
-20% -$11.7K 0.01% 361
2016
Q4 		$54K Sell
757
-334
-31% -$26.2K 0.01% 327
2016
Q3 		$94K Buy
1,091
+204
+23% +$17.8K 0.01% 272
2016
Q2 		$77K Buy
887
+150
+20% +$12.1K 0.01% 287
2016
Q1 		$55K Buy
+737
New +$55.5K 0.01% 349

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sargent Bickham Lagudis's MDT Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Medtronic (MDT) stake by 1.1% in Q4 2022, selling an estimated $8.11K and leaving 8,887 shares worth $691K. The position accounts for 0.06% of the portfolio, ranked #155.

Sargent Bickham Lagudis first reported a position in MDT in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.29M in Q3 2021. 1,962 funds tracked by Wall St. Rank hold MDT as of Q4 2022.

  • Sargent Bickham Lagudis held 8,887 shares of Medtronic worth $691K as of Q4 2022.
  • Sargent Bickham Lagudis sold 100 Medtronic shares in Q4 2022, an estimated $8.11K.
  • Medtronic made up 0.06% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #155 holding.
  • Sargent Bickham Lagudis first reported a position in Medtronic in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Medtronic position peaked at $1.29M in Q3 2021.
  • 1,962 funds tracked by Wall St. Rank held Medtronic as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.