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Annapolis Financial Services’s MDU Resources MDU Stock Holding History

Annapolis Financial Services’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
Q4 		– Sell
-1,783
Closed -$19.3K – 481
2023
Q3 		$19.3K Hold
1,783
– – 0.01% 269
2023
Q2 		$20.7K Sell
1,783
-815
-31% -$9.17K 0.01% 261
2023
Q1 		$30.1K Hold
2,598
– – 0.01% 213
2022
Q4 		$30K Hold
2,598
– – 0.01% 209
2022
Q3 		$27K Hold
2,598
– – 0.01% 223
2022
Q2 		$27K Hold
2,598
– – 0.01% 222
2022
Q1 		$26K Hold
2,598
– – 0.01% 238
2021
Q4 		$30K Hold
2,598
– – 0.01% 232
2021
Q3 		$29K Hold
2,598
– – 0.01% 211
2021
Q2 		$31K Hold
2,598
– – 0.01% 194
2021
Q1 		$31K Hold
2,598
– – 0.01% 182
2020
Q4 		$26K Buy
+2,598
New +$24.3K 0.01% 184

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Annapolis Financial Services's MDU Position: Q4 2023 in Review

Annapolis Financial Services sold out of MDU Resources (MDU) in Q4 2023, closing a stake of 1,783 shares — an estimated $19.3K sold.

Annapolis Financial Services first reported a position in MDU in Q4 2020 and held it in 12 quarters. The position peaked at $31K in Q2 2021. 374 funds tracked by Wall St. Rank hold MDU as of Q4 2023.

  • Annapolis Financial Services reported no remaining MDU Resources position as of Q4 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 1,783 MDU Resources shares in Q4 2023, an estimated $19.3K.
  • Annapolis Financial Services first reported a position in MDU Resources in Q4 2020 and held it in 12 quarters.
  • Annapolis Financial Services's MDU Resources position peaked at $31K in Q2 2021.
  • 374 funds tracked by Wall St. Rank held MDU Resources as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.