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Cary Street Partners Investment Advisory’s MDU Resources MDU Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-3,040
Closed -$33K – 1339
2023
Q3 		$33K Hold
3,040
– – ﹤0.01% 975
2023
Q2 		$35.3K Sell
3,040
-1,389
-31% -$15.6K ﹤0.01% 901
2023
Q1 		$51.3K Hold
4,429
– – ﹤0.01% 738
2022
Q4 		$51.1K Buy
+4,429
New +$49.8K ﹤0.01% 736

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cary Street Partners Investment Advisory's MDU Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of MDU Resources (MDU) in Q4 2023, closing a stake of 3,040 shares — an estimated $33K sold.

Cary Street Partners Investment Advisory first reported a position in MDU in Q4 2022 and held it in 4 quarters. The position peaked at $51.3K in Q1 2023. 375 funds tracked by Wall St. Rank hold MDU as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining MDU Resources position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 3,040 MDU Resources shares in Q4 2023, an estimated $33K.
  • Cary Street Partners Investment Advisory first reported a position in MDU Resources in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's MDU Resources position peaked at $51.3K in Q1 2023.
  • 375 funds tracked by Wall St. Rank held MDU Resources as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.