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Capital Performance Advisors’s MDU Resources MDU Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-2,603
Closed -$39.5K – 1639
2024
Q3 		$39.5K Buy
+2,603
New +$37.1K 0.01% 412

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

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

Capital Performance Advisors sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 2,603 shares — an estimated $39.5K sold.

Capital Performance Advisors first reported a position in MDU in Q3 2024 and held it in 1 quarter. The position peaked at $39.5K in Q3 2024. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Capital Performance Advisors reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 2,603 MDU Resources shares in Q4 2024, an estimated $39.5K.
  • Capital Performance Advisors first reported a position in MDU Resources in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MDU Resources position peaked at $39.5K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.