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Opus Capital Group’s Medtronic MDT Stock Holding History

Opus Capital Group’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
2023
Q3 		– Sell
-2,839
Closed -$250K – 117
2023
Q2 		$250K Sell
2,839
-176
-6% -$15.2K 0.04% 103
2023
Q1 		$243K Sell
3,015
-323
-10% -$26.3K 0.04% 106
2022
Q4 		$259K Sell
3,338
-1,673
-33% -$136K 0.05% 100
2022
Q3 		$405K Hold
5,011
– – 0.09% 74
2022
Q2 		$450K Sell
5,011
-325
-6% -$32.9K 0.09% 73
2022
Q1 		$592K Hold
5,336
– – 0.12% 63
2021
Q4 		$552K Buy
5,336
+862
+19% +$99.8K 0.11% 64
2021
Q3 		$561K Sell
4,474
-562
-11% -$72.7K 0.13% 53
2021
Q2 		$625K Sell
5,036
-225
-4% -$28.3K 0.14% 61
2021
Q1 		$621K Sell
5,261
-940
-15% -$110K 0.15% 60
2020
Q4 		$726K Hold
6,201
– – 0.18% 58
2020
Q3 		$644K Sell
6,201
-940
-13% -$94.4K 0.19% 59
2020
Q2 		$655K Sell
7,141
-95
-1% -$9.11K 0.2% 61
2020
Q1 		$653K Sell
7,236
-866
-11% -$92.1K 0.23% 52
2019
Q4 		$919K Buy
8,102
+42
+0.5% +$4.61K 0.27% 49
2019
Q3 		$875K Hold
8,060
– – 0.27% 48
2019
Q2 		$785K Buy
8,060
+1,445
+22% +$132K 0.24% 51
2019
Q1 		$602K Hold
6,615
– – 0.16% 135
2018
Q4 		$602K Buy
6,615
+635
+11% +$59.3K 0.13% 128
2018
Q3 		$588K Sell
5,980
-470
-7% -$43.5K 0.13% 136
2018
Q2 		$552K Hold
6,450
– – 0.14% 128
2018
Q1 		$517K Hold
6,450
– – 0.13% 130
2017
Q4 		$521K Buy
6,450
+410
+7% +$32.8K 0.11% 139
2017
Q3 		$470K Sell
6,040
-105
-2% -$8.72K 0.11% 145
2017
Q2 		$545K Buy
6,145
+1,180
+24% +$99.5K 0.11% 123
2017
Q1 		$400K Hold
4,965
– – 0.05% 154
2016
Q4 		$354K Hold
4,965
– – 0.05% 162
2016
Q3 		$429K Sell
4,965
-40
-0.8% -$3.49K 0.09% 133
2016
Q2 		$434K Buy
+5,005
New +$405K 0.1% 134

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Opus Capital Group's MDT Position: Q3 2023 in Review

Opus Capital Group sold out of Medtronic (MDT) in Q3 2023, closing a stake of 2,839 shares — an estimated $250K sold.

Opus Capital Group first reported a position in MDT in Q2 2016 and held it in 29 quarters. The position peaked at $919K in Q4 2019. 1,971 funds tracked by Wall St. Rank hold MDT as of Q3 2023.

  • Opus Capital Group reported no remaining Medtronic position as of Q3 2023 after selling out during the quarter.
  • Opus Capital Group sold 2,839 Medtronic shares in Q3 2023, an estimated $250K.
  • Opus Capital Group first reported a position in Medtronic in Q2 2016 and held it in 29 quarters.
  • Opus Capital Group's Medtronic position peaked at $919K in Q4 2019.
  • 1,971 funds tracked by Wall St. Rank held Medtronic as of Q3 2023.

Based on Opus Capital Group's 13F filing for Q3 2023, filed 31 Oct 2023.