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Bedel Financial Consulting’s MDU Resources MDU Stock Holding History

Bedel Financial Consulting’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
2021
Q4 		– Sell
-295
Closed -$3K – 1047
2021
Q3 		$3K Hold
295
– – ﹤0.01% 850
2021
Q2 		$4K Buy
+295
New +$3.7K ﹤0.01% 809
2020
Q2 		– Sell
-13
Closed – – 876
2020
Q1 		$0 Buy
+13
New +$137 ﹤0.01% 874

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bedel Financial Consulting's MDU Position: Q4 2021 in Review

Bedel Financial Consulting sold out of MDU Resources (MDU) in Q4 2021, closing a stake of 295 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in MDU in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 405 funds tracked by Wall St. Rank hold MDU as of Q4 2021.

  • Bedel Financial Consulting reported no remaining MDU Resources position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 295 MDU Resources shares in Q4 2021, an estimated $3K.
  • Bedel Financial Consulting first reported a position in MDU Resources in Q1 2020 and held it in 3 quarters.
  • Bedel Financial Consulting's MDU Resources position peaked at $4K in Q2 2021.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.