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Colonial River Investments’s Medtronic MDT Stock Holding History

Colonial River Investments’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
2024
Q1 		– Sell
-2,959
Closed -$244K – 203
2023
Q4 		$244K Buy
+2,959
New +$226K 0.14% 163
2023
Q3 		– Sell
-3,360
Closed -$296K – 164
2023
Q2 		$296K Buy
+3,360
New +$289K 0.19% 138

Other funds holding MDT

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Colonial River Investments's MDT Position: Q1 2024 in Review

Colonial River Investments sold out of Medtronic (MDT) in Q1 2024, closing a stake of 2,959 shares — an estimated $244K sold.

Colonial River Investments first reported a position in MDT in Q2 2023 and held it in 2 quarters. The position peaked at $296K in Q2 2023. 2,075 funds tracked by Wall St. Rank hold MDT as of Q1 2024.

  • Colonial River Investments reported no remaining Medtronic position as of Q1 2024 after selling out during the quarter.
  • Colonial River Investments sold 2,959 Medtronic shares in Q1 2024, an estimated $244K.
  • Colonial River Investments first reported a position in Medtronic in Q2 2023 and held it in 2 quarters.
  • Colonial River Investments's Medtronic position peaked at $296K in Q2 2023.
  • 2,075 funds tracked by Wall St. Rank held Medtronic as of Q1 2024.

Based on Colonial River Investments's 13F filing for Q1 2024, filed 10 May 2024.