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Accel Wealth Management’s MDU Resources MDU Stock Holding History

Accel Wealth Management’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
Q2 		– Sell
-9,794
Closed -$114K – 579
2023
Q1 		$114K Sell
9,794
-733
-7% -$8.52K 0.05% 303
2022
Q4 		$121K Buy
10,527
+1,517
+17% +$17K 0.06% 215
2022
Q3 		$99K Buy
9,010
+50
+0.6% +$552 0.05% 250
2022
Q2 		$92K Buy
8,960
+50
+0.6% +$508 0.05% 251
2022
Q1 		$91K Sell
8,910
-1,746
-16% -$18.5K 0.05% 268
2021
Q4 		$125K Buy
10,656
+2,653
+33% +$29.9K 0.06% 230
2021
Q3 		$90K Buy
8,003
+24
+0.3% +$287 0.06% 240
2021
Q2 		$95K Buy
7,979
+18
+0.2% +$226 0.06% 240
2021
Q1 		$96K Sell
7,961
-15,379
-66% -$168K 0.08% 224
2020
Q4 		$234K Buy
+23,340
New +$218K 0.22% 102

Other funds holding MDU

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accel Wealth Management's MDU Position: Q2 2023 in Review

Accel Wealth Management sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 9,794 shares — an estimated $114K sold.

Accel Wealth Management first reported a position in MDU in Q4 2020 and held it in 10 quarters. The position peaked at $234K in Q4 2020. 380 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • Accel Wealth Management reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 9,794 MDU Resources shares in Q2 2023, an estimated $114K.
  • Accel Wealth Management first reported a position in MDU Resources in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's MDU Resources position peaked at $234K in Q4 2020.
  • 380 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.