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Belpointe Asset Management’s MDU Resources MDU Stock Holding History

Belpointe 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
Q2 		– Sell
-2,814
Closed -$32.6K – 2205
2023
Q1 		$32.6K Buy
2,814
+1,052
+60% +$12.2K ﹤0.01% 1997
2022
Q4 		$20.3K Buy
+1,762
New +$19.8K ﹤0.01% 2174

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Belpointe Asset Management's MDU Position: Q2 2023 in Review

Belpointe Asset Management sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 2,814 shares — an estimated $32.6K sold.

Belpointe Asset Management first reported a position in MDU in Q4 2022 and held it in 2 quarters. The position peaked at $32.6K in Q1 2023. 379 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • Belpointe Asset Management reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,814 MDU Resources shares in Q2 2023, an estimated $32.6K.
  • Belpointe Asset Management first reported a position in MDU Resources in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's MDU Resources position peaked at $32.6K in Q1 2023.
  • 379 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.