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Beacon Harbor Wealth Advisors’s MDU Resources MDU Stock Holding History

Beacon Harbor Wealth Advisors’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
Q4 		– Sell
-418,255
Closed -$6.35M – 84
2024
Q3 		$6.35M Buy
+418,255
New +$5.95M 1.51% 35

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Harbor Wealth Advisors's MDU Position: Q4 2024 in Review

Beacon Harbor Wealth Advisors sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 418,255 shares — an estimated $6.35M sold.

Beacon Harbor Wealth Advisors first reported a position in MDU in Q3 2024 and held it in 1 quarter. The position peaked at $6.35M in Q3 2024. 399 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Beacon Harbor Wealth Advisors reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 418,255 MDU Resources shares in Q4 2024, an estimated $6.35M.
  • Beacon Harbor Wealth Advisors first reported a position in MDU Resources in Q3 2024 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's MDU Resources position peaked at $6.35M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.