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Cetera Advisor Networks’s MDU Resources MDU Stock Holding History

Cetera Advisor Networks’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
Q1 		$799K Sell
57,204
-1,894
-3% -$21.9K ﹤0.01% 1606
2023
Q4 		$648K Sell
59,098
-222
-0.4% -$2.34K ﹤0.01% 1672
2023
Q3 		$643K Buy
59,320
+1,435
+2% +$16.5K ﹤0.01% 1592
2023
Q2 		$672K Sell
57,885
-25,530
-31% -$287K ﹤0.01% 1529
2023
Q1 		$967K Buy
83,415
+25,113
+43% +$292K 0.01% 1259
2022
Q4 		$673K Buy
58,302
+7,995
+16% +$89.8K 0.01% 1440
2022
Q3 		$523K Buy
50,307
+6,853
+16% +$75.7K 0.01% 1257
2022
Q2 		$446K Buy
+43,454
New +$442K 0.01% 1344
2022
Q1 		– Sell
-23,280
Closed -$273K – 2138
2021
Q4 		$273K Sell
23,280
-8,589
-27% -$96.9K ﹤0.01% 1674
2021
Q3 		$360K Buy
31,869
+12,973
+69% +$155K ﹤0.01% 1415
2021
Q2 		$225K Buy
+18,896
New +$237K ﹤0.01% 1697
2020
Q3 		– Sell
-6,017
Closed -$51K – 2286
2020
Q2 		$51K Buy
+6,017
New +$50K ﹤0.01% 1880
2015
Q3 		– Sell
-31,774
Closed -$258K – 856
2015
Q2 		$258K Hold
31,774
– – 0.02% 679
2015
Q1 		$258K Hold
31,774
– – 0.02% 683
2014
Q4 		$283K Buy
31,774
+3,860
+14% +$37.3K 0.02% 623
2014
Q3 		$295K Hold
27,914
– – 0.02% 613
2014
Q2 		$373K Sell
27,914
-8,520
-23% -$111K 0.02% 550
2014
Q1 		$476K Buy
36,434
+39
+0.1% +$484 0.03% 450
2013
Q4 		$422K Buy
36,395
+15,032
+70% +$169K 0.03% 458
2013
Q3 		$228K Buy
+21,363
New +$225K 0.02% 582

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cetera Advisor Networks's MDU Position: Q1 2024 in Review

Cetera Advisor Networks reduced its MDU Resources (MDU) stake by 3.2% in Q1 2024, selling an estimated $21.9K and leaving 57,204 shares worth $799K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Cetera Advisor Networks first reported a position in MDU in Q3 2013 and has held it in 20 quarters since. The position peaked at $967K in Q1 2023. 393 funds tracked by Wall St. Rank hold MDU as of Q1 2024.

  • Cetera Advisor Networks held 57,204 shares of MDU Resources worth $799K as of Q1 2024.
  • Cetera Advisor Networks sold 1,894 MDU Resources shares in Q1 2024, an estimated $21.9K.
  • MDU Resources made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1606 holding.
  • Cetera Advisor Networks first reported a position in MDU Resources in Q3 2013 and has held it in 20 quarters since.
  • Cetera Advisor Networks's MDU Resources position peaked at $967K in Q1 2023.
  • 393 funds tracked by Wall St. Rank held MDU Resources as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.