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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 $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return