CAL
MDU icon

Capital Advisors Ltd’s MDU Resources MDU Stock Holding History

Capital Advisors Ltd’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
-152
Closed -$2K – 1495
2024
Q3 		$2K Hold
152
– – ﹤0.01% 1083
2024
Q2 		$2K Hold
152
– – ﹤0.01% 1066
2024
Q1 		$2K Sell
152
-299
-66% -$3.46K ﹤0.01% 1053
2023
Q4 		$5K Sell
451
-159
-26% -$1.68K ﹤0.01% 844
2023
Q3 		$7K Buy
610
+32
+6% +$368 ﹤0.01% 740
2023
Q2 		$7K Buy
578
+536
+1,276% +$6.03K ﹤0.01% 755
2023
Q1 		$0 Sell
42
-873
-95% -$10.1K ﹤0.01% 1409
2022
Q4 		$3K Buy
915
+852
+1,352% +$9.57K ﹤0.01% 778
2022
Q3 		$1K Buy
+63
New +$696 ﹤0.01% 1064

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 $3.27B AUM 38.53% 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 $3.38T AUM 44.17% 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

Capital Advisors Ltd's MDU Position: Q4 2024 in Review

Capital Advisors Ltd sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 152 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in MDU in Q3 2022 and held it in 9 quarters. The position peaked at $7K in Q3 2023. 400 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Capital Advisors Ltd reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 152 MDU Resources shares in Q4 2024, an estimated $2K.
  • Capital Advisors Ltd first reported a position in MDU Resources in Q3 2022 and held it in 9 quarters.
  • Capital Advisors Ltd's MDU Resources position peaked at $7K in Q3 2023.
  • 400 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.