Colony Group’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$4.91M Sell
62,680
-1,111
-2% -$93K 0.07% 220
2023
Q2
$5.62M Sell
63,791
-1,043
-2% -$89.8K 0.08% 213
2023
Q1
$5.23M Sell
64,834
-18,905
-23% -$1.54M 0.08% 224
2022
Q4
$6.51M Buy
83,739
+2,751
+3% +$223K 0.09% 205
2022
Q3
$6.54M Sell
80,988
-11,349
-12% -$1.02M 0.12% 172
2022
Q2
$8.29M Sell
92,337
-3,917
-4% -$397K 0.14% 142
2022
Q1
$10.7M Sell
96,254
-62,579
-39% -$6.61M 0.16% 133
2021
Q4
$16.4M Sell
158,833
-10,061
-6% -$1.17M 0.29% 81
2021
Q3
$21.2M Buy
168,894
+5,946
+4% +$770K 0.41% 65
2021
Q2
$20.2M Sell
162,948
-11,281
-6% -$1.42M 0.4% 64
2021
Q1
$20.6M Sell
174,229
-2,442
-1% -$286K 0.43% 62
2020
Q4
$20.7M Sell
176,671
-8,701
-5% -$958K 0.48% 57
2020
Q3
$19.3M Sell
185,372
-966
-0.5% -$97K 0.5% 53
2020
Q2
$17.1M Buy
186,338
+28,257
+18% +$2.71M 0.49% 49
2020
Q1
$14.3M Buy
158,081
+35,403
+29% +$3.77M 0.46% 55
2019
Q4
$13.9M Buy
122,678
+1,514
+1% +$166K 0.35% 79
2019
Q3
$13.2M Sell
121,164
-1,873
-2% -$195K 0.42% 68
2019
Q2
$12M Buy
123,037
+218
+0.2% +$19.9K 0.38% 75
2019
Q1
$11.2M Sell
122,819
-8,012
-6% -$717K 0.47% 61
2018
Q4
$11.9M Sell
130,831
-722
-0.5% -$67.5K 0.58% 52
2018
Q3
$12.9M Sell
131,553
-8,477
-6% -$784K 0.65% 40
2018
Q2
$12M Sell
140,030
-8,917
-6% -$745K 0.63% 41
2018
Q1
$11.9M Sell
148,947
-5,594
-4% -$461K 0.65% 41
2017
Q4
$12.5M Buy
154,541
+3,511
+2% +$281K 0.78% 37
2017
Q3
$11.7M Sell
151,030
-2,572
-2% -$214K 0.8% 38
2017
Q2
$13.6M Buy
153,602
+24,626
+19% +$2.08M 0.97% 29
2017
Q1
$10.4M Buy
128,976
+33,117
+35% +$2.59M 0.98% 32
2016
Q4
$6.83M Sell
95,859
-85,916
-47% -$6.75M 0.73% 44
2016
Q3
$15.7M Sell
181,775
-5,977
-3% -$521K 1.75% 9
2016
Q2
$16.3M Buy
187,752
+2,401
+1% +$194K 1.79% 8
2016
Q1
$13.9M Buy
185,351
+1,933
+1% +$146K 1.61% 16
2015
Q4
$14.1M Sell
183,418
-421
-0.2% -$31.7K 1.29% 21
2015
Q3
$12.3M Buy
183,839
+5,439
+3% +$401K 1.43% 16
2015
Q2
$13.2M Buy
178,400
+11,868
+7% +$907K 1.39% 19
2015
Q1
$13M Buy
166,532
+147,988
+798% +$11.2M 1.44% 17
2014
Q4
$1.34M Buy
18,544
+1,799
+11% +$125K 0.14% 151
2014
Q3
$1.04M Buy
16,745
+1,139
+7% +$72.4K 0.12% 151
2014
Q2
$995K Buy
15,606
+2,298
+17% +$140K 0.13% 120
2014
Q1
$819K Buy
13,308
+3,423
+35% +$199K 0.11% 138
2013
Q4
$567K Buy
+9,885
New +$560K 0.08% 159

Other funds holding MDT

Colony Group's MDT Position: Q3 2023 in Review

Colony Group reduced its Medtronic (MDT) stake by 1.7% in Q3 2023, selling an estimated $93K and leaving 62,680 shares worth $4.91M. The position accounts for 0.07% of the portfolio, ranked #220.

Colony Group first reported a position in MDT in Q4 2013 and has held it in 40 quarters since. The position peaked at $21.2M in Q3 2021. 1,970 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Colony Group held 62,680 shares of Medtronic worth $4.91M as of Q3 2023.
  • Colony Group sold 1,111 Medtronic shares in Q3 2023, an estimated $93K.
  • Medtronic made up 0.07% of Colony Group's portfolio in Q3 2023, its #220 holding.
  • Colony Group first reported a position in Medtronic in Q4 2013 and has held it in 40 quarters since.
  • Colony Group's Medtronic position peaked at $21.2M in Q3 2021.
  • 1,970 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.