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Disciplined Investments’s MDU Resources MDU Stock Holding History

Disciplined Investments’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
-90
Closed -$1.05K – 960
2023
Q2 		$1.05K Sell
90
-833
-90% -$9.37K ﹤0.01% 949
2023
Q1 		$10.7K Buy
923
+778
+537% +$9.04K ﹤0.01% 343
2022
Q4 		$1.67K Sell
145
-13
-8% -$146 ﹤0.01% 684
2022
Q3 		$2K Buy
158
+21
+15% +$232 ﹤0.01% 677
2022
Q2 		$1K Buy
137
+21
+18% +$213 ﹤0.01% 1006
2022
Q1 		$1K Sell
116
-1,120
-91% -$11.9K ﹤0.01% 1070
2021
Q4 		$14K Buy
+1,236
New +$13.9K 0.01% 335

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Disciplined Investments's MDU Position: Q3 2023 in Review

Disciplined Investments sold out of MDU Resources (MDU) in Q3 2023, closing a stake of 90 shares — an estimated $1.05K sold.

Disciplined Investments first reported a position in MDU in Q4 2021 and held it in 7 quarters. The position peaked at $14K in Q4 2021. 377 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

  • Disciplined Investments reported no remaining MDU Resources position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 90 MDU Resources shares in Q3 2023, an estimated $1.05K.
  • Disciplined Investments first reported a position in MDU Resources in Q4 2021 and held it in 7 quarters.
  • Disciplined Investments's MDU Resources position peaked at $14K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.