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Curi Wealth Management’s MDU Resources MDU Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-4,047
Closed -$42K – 492
2022
Q2 		$42K Buy
4,047
+34
+0.8% +$346 0.01% 240
2022
Q1 		$40K Buy
4,013
+29
+0.7% +$307 0.01% 233
2021
Q4 		$46K Buy
+3,984
New +$44.9K 0.01% 189
2021
Q1 		– Sell
-3,874
Closed -$38K – 326
2020
Q4 		$38K Buy
+3,874
New +$36.2K 0.03% 166

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Curi Wealth Management's MDU Position: Q3 2022 in Review

Curi Wealth Management sold out of MDU Resources (MDU) in Q3 2022, closing a stake of 4,047 shares — an estimated $42K sold.

Curi Wealth Management first reported a position in MDU in Q4 2020 and held it in 4 quarters. The position peaked at $46K in Q4 2021. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

  • Curi Wealth Management reported no remaining MDU Resources position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 4,047 MDU Resources shares in Q3 2022, an estimated $42K.
  • Curi Wealth Management first reported a position in MDU Resources in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's MDU Resources position peaked at $46K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.