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Beacon Capital Management LLC (Tennessee)’s MDU Resources MDU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-361
Closed -$4.19K – 1022
2023
Q3 		$4.19K Hold
361
– – ﹤0.01% 730
2023
Q2 		$4.19K Sell
361
-165
-31% -$1.86K ﹤0.01% 730
2023
Q1 		$6.1K Hold
526
– – ﹤0.01% 592
2022
Q4 		$6.07K Hold
526
– – ﹤0.01% 596
2022
Q3 		$5K Hold
526
– – ﹤0.01% 594
2022
Q2 		$5K Hold
526
– – ﹤0.01% 648
2022
Q1 		$5K Buy
+526
New +$5.57K ﹤0.01% 648

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

Beacon Capital Management LLC (Tennessee)'s MDU Position: Q4 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of MDU Resources (MDU) in Q4 2023, closing a stake of 361 shares — an estimated $4.19K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MDU in Q1 2022 and held it in 7 quarters. The position peaked at $6.1K in Q1 2023. 374 funds tracked by Wall St. Rank hold MDU as of Q4 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining MDU Resources position as of Q4 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 361 MDU Resources shares in Q4 2023, an estimated $4.19K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in MDU Resources in Q1 2022 and held it in 7 quarters.
  • Beacon Capital Management LLC (Tennessee)'s MDU Resources position peaked at $6.1K in Q1 2023.
  • 374 funds tracked by Wall St. Rank held MDU Resources as of Q4 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2023, filed 9 Jan 2024.