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Arcadia Investment Management’s MDU Resources MDU Stock Holding History

Arcadia Investment 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
2024
Q2 		– Sell
-1,245
Closed -$17.4K – 320
2024
Q1 		$17.4K Sell
1,245
-8,971
-88% -$104K ﹤0.01% 251
2023
Q4 		$112K Sell
10,216
-20,794
-67% -$219K 0.02% 155
2023
Q3 		$336K Sell
31,010
-27,797
-47% -$320K 0.07% 100
2023
Q2 		$682K Sell
58,807
-42,094
-42% -$473K 0.14% 73
2023
Q1 		$1.17M Hold
100,901
– – 0.25% 67
2022
Q4 		$1.16M Sell
100,901
-1,672
-2% -$18.8K 0.27% 65
2022
Q3 		$1.07M Sell
102,573
-23,809
-19% -$263K 0.26% 68
2022
Q2 		$1.3M Buy
126,382
+50,134
+66% +$510K 0.29% 66
2022
Q1 		$773K Sell
76,248
-20,842
-21% -$221K 0.15% 87
2021
Q4 		$1.14M Sell
97,090
-3,987
-4% -$45K 0.19% 79
2021
Q3 		$1.14M Buy
101,077
+88,322
+692% +$1.06M 0.21% 81
2021
Q2 		$152K Buy
+12,755
New +$160K 0.03% 149

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arcadia Investment Management's MDU Position: Q2 2024 in Review

Arcadia Investment Management sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 1,245 shares — an estimated $17.4K sold.

Arcadia Investment Management first reported a position in MDU in Q2 2021 and held it in 12 quarters. The position peaked at $1.3M in Q2 2022. 384 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • Arcadia Investment Management reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 1,245 MDU Resources shares in Q2 2024, an estimated $17.4K.
  • Arcadia Investment Management first reported a position in MDU Resources in Q2 2021 and held it in 12 quarters.
  • Arcadia Investment Management's MDU Resources position peaked at $1.3M in Q2 2022.
  • 384 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on Arcadia Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.