Altus Wealth Group’s MDU Resources MDU Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-5,105	Closed	-$51K	–	524
2020 Q4	$51K	Buy	+5,105	New	+$47.7K	0.05%	214

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Altus Wealth Group's MDU Position: Q1 2021 in Review

Altus Wealth Group sold out of MDU Resources (MDU) in Q1 2021, closing a stake of 5,105 shares — an estimated $51K sold.

Altus Wealth Group first reported a position in MDU in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 398 funds tracked by Wall St. Rank hold MDU as of Q1 2021.

Altus Wealth Group reported no remaining MDU Resources position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 5,105 MDU Resources shares in Q1 2021, an estimated $51K.
Altus Wealth Group first reported a position in MDU Resources in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's MDU Resources position peaked at $51K in Q4 2020.
398 funds tracked by Wall St. Rank held MDU Resources as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.