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3Chopt Investment Partners’s MDU Resources MDU Stock Holding History

3Chopt Investment Partners’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,734
Closed -$43.4K – 211
2022
Q4 		$43.4K Buy
+3,734
New +$42K 0.02% 201

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

3Chopt Investment Partners's MDU Position: Q1 2023 in Review

3Chopt Investment Partners sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 3,734 shares — an estimated $43.4K sold.

3Chopt Investment Partners first reported a position in MDU in Q4 2022 and held it in 1 quarter. The position peaked at $43.4K in Q4 2022. 410 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 3,734 MDU Resources shares in Q1 2023, an estimated $43.4K.
  • 3Chopt Investment Partners first reported a position in MDU Resources in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's MDU Resources position peaked at $43.4K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.