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BKM Wealth Management’s MDU Resources MDU Stock Holding History

BKM Wealth 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
2024
Q1 		– Sell
-1,866
Closed -$20.5K – 404
2023
Q4 		$20.5K Buy
+1,866
New +$19.7K 0.01% 379

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BKM Wealth Management's MDU Position: Q1 2024 in Review

BKM Wealth Management sold out of MDU Resources (MDU) in Q1 2024, closing a stake of 1,866 shares — an estimated $20.5K sold.

BKM Wealth Management first reported a position in MDU in Q4 2023 and held it in 1 quarter. The position peaked at $20.5K in Q4 2023. 392 funds tracked by Wall St. Rank hold MDU as of Q1 2024.

  • BKM Wealth Management reported no remaining MDU Resources position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,866 MDU Resources shares in Q1 2024, an estimated $20.5K.
  • BKM Wealth Management first reported a position in MDU Resources in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's MDU Resources position peaked at $20.5K in Q4 2023.
  • 392 funds tracked by Wall St. Rank held MDU Resources as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.