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Edgestream Partners’s MDU Resources MDU Stock Holding History

Edgestream Partners’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
-22,819
Closed -$319K – 962
2024
Q1 		$319K Buy
+22,819
New +$264K 0.02% 709
2023
Q4 		– Sell
-64,467
Closed -$699K – 973
2023
Q3 		$699K Sell
64,467
-5,711
-8% -$65.8K 0.06% 507
2023
Q2 		$814K Sell
70,178
-149,362
-68% -$1.68M 0.07% 404
2023
Q1 		$2.54M Buy
219,540
+88,577
+68% +$1.03M 0.28% 91
2022
Q4 		$1.51M Buy
+130,963
New +$1.47M 0.17% 197
2021
Q4 		– Sell
-99,752
Closed -$1.13M – 548
2021
Q3 		$1.13M Buy
+99,752
New +$1.19M 0.07% 309

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgestream Partners's MDU Position: Q2 2024 in Review

Edgestream Partners sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 22,819 shares — an estimated $319K sold.

Edgestream Partners first reported a position in MDU in Q3 2021 and held it in 6 quarters. The position peaked at $2.54M in Q1 2023. 384 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • Edgestream Partners reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • Edgestream Partners sold 22,819 MDU Resources shares in Q2 2024, an estimated $319K.
  • Edgestream Partners first reported a position in MDU Resources in Q3 2021 and held it in 6 quarters.
  • Edgestream Partners's MDU Resources position peaked at $2.54M in Q1 2023.
  • 384 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on Edgestream Partners's 13F filing for Q2 2024, filed 9 Aug 2024.