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Brendel Financial Advisors’s MDU Resources MDU Stock Holding History

Brendel Financial 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
2021
Q3 		– Sell
-2,630
Closed -$31K – 192
2021
Q2 		$31K Buy
+2,630
New +$33K 0.02% 187

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Brendel Financial Advisors's MDU Position: Q3 2021 in Review

Brendel Financial Advisors sold out of MDU Resources (MDU) in Q3 2021, closing a stake of 2,630 shares — an estimated $31K sold.

Brendel Financial Advisors first reported a position in MDU in Q2 2021 and held it in 1 quarter. The position peaked at $31K in Q2 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q3 2021.

  • Brendel Financial Advisors reported no remaining MDU Resources position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 2,630 MDU Resources shares in Q3 2021, an estimated $31K.
  • Brendel Financial Advisors first reported a position in MDU Resources in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's MDU Resources position peaked at $31K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.