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Denali Advisors’s MDU Resources MDU Stock Holding History

Denali 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
Q2 		– Sell
-200
Closed -$2.8K – 345
2024
Q1 		$2.8K Hold
200
– – ﹤0.01% 386
2023
Q4 		$2.2K Buy
200
+25
+14% +$264 ﹤0.01% 399
2023
Q3 		$1.9K Buy
+175
New +$2.02K ﹤0.01% 419
2022
Q3 		– Sell
-134
Closed -$1K – 391
2022
Q2 		$1K Hold
134
– – ﹤0.01% 366
2022
Q1 		$1K Buy
+134
New +$1.42K ﹤0.01% 365
2021
Q2 		– Sell
-210
Closed -$3K – 331
2021
Q1 		$3K Hold
210
– – ﹤0.01% 327
2020
Q4 		$2K Buy
+210
New +$1.96K ﹤0.01% 363
2016
Q2 		– Sell
-79,423
Closed -$588K – 312
2016
Q1 		$588K Buy
+79,423
New +$535K 0.13% 110

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Denali Advisors's MDU Position: Q2 2024 in Review

Denali Advisors sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 200 shares — an estimated $2.8K sold.

Denali Advisors first reported a position in MDU in Q1 2016 and held it in 8 quarters. The position peaked at $588K in Q1 2016. 385 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • Denali Advisors reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 200 MDU Resources shares in Q2 2024, an estimated $2.8K.
  • Denali Advisors first reported a position in MDU Resources in Q1 2016 and held it in 8 quarters.
  • Denali Advisors's MDU Resources position peaked at $588K in Q1 2016.
  • 385 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.