Capstone Investment Advisors
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Capstone Investment Advisors’s MDU Resources MDU Stock Holding History

Capstone Investment 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
2023
Q3 		– Sell
-26,552
Closed -$308K – 2214
2023
Q2 		$308K Buy
+26,552
New +$299K ﹤0.01% 1379

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Investment Advisors's MDU Position: Q3 2023 in Review

Capstone Investment Advisors sold out of MDU Resources (MDU) in Q3 2023, closing a stake of 26,552 shares — an estimated $308K sold.

Capstone Investment Advisors first reported a position in MDU in Q2 2023 and held it in 1 quarter. The position peaked at $308K in Q2 2023. 376 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

  • Capstone Investment Advisors reported no remaining MDU Resources position as of Q3 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 26,552 MDU Resources shares in Q3 2023, an estimated $308K.
  • Capstone Investment Advisors first reported a position in MDU Resources in Q2 2023 and held it in 1 quarter.
  • Capstone Investment Advisors's MDU Resources position peaked at $308K in Q2 2023.
  • 376 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on Capstone Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.