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Baker Avenue Asset Management’s MDU Resources MDU Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-117
Closed -$1.27K – 1037
2023
Q3 		$1.27K Buy
+117
New +$1.35K ﹤0.01% 1231

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Dimensional Fund Advisors
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State Street
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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

Baker Avenue Asset Management's MDU Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of MDU Resources (MDU) in Q4 2023, closing a stake of 117 shares — an estimated $1.27K sold.

Baker Avenue Asset Management first reported a position in MDU in Q3 2023 and held it in 1 quarter. The position peaked at $1.27K in Q3 2023. 374 funds tracked by Wall St. Rank hold MDU as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining MDU Resources position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 117 MDU Resources shares in Q4 2023, an estimated $1.27K.
  • Baker Avenue Asset Management first reported a position in MDU Resources in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's MDU Resources position peaked at $1.27K in Q3 2023.
  • 374 funds tracked by Wall St. Rank held MDU Resources as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.