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Ahrens Investment Partners’s MDU Resources MDU Stock Holding History

Ahrens 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 		$1.74K Buy
+150
New +$1.74K ﹤0.01% 901
2022
Q3 		– Sell
-150
Closed -$2K – 603
2022
Q2 		$2K Hold
150
– – ﹤0.01% 881
2022
Q1 		$2K Hold
150
– – ﹤0.01% 949
2021
Q4 		$2K Buy
+150
New +$1.69K ﹤0.01% 972

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ahrens Investment Partners's MDU Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in MDU Resources (MDU) in Q1 2023: 150 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MDU as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MDU in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q2 2022. 410 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

  • Ahrens Investment Partners held 150 shares of MDU Resources worth $1.74K as of Q1 2023.
  • MDU Resources was a new Ahrens Investment Partners position in Q1 2023.
  • MDU Resources made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #901 holding.
  • Ahrens Investment Partners first reported a position in MDU Resources in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's MDU Resources position peaked at $2K in Q2 2022.
  • 410 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.