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Empowered Funds’s MDU Resources MDU Stock Holding History

Empowered Funds’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
-68,715
Closed -$959K – 1426
2024
Q1 		$959K Sell
68,715
-1,214
-2% -$14K 0.02% 894
2023
Q4 		$767K Sell
69,929
-1,549
-2% -$16.3K 0.02% 873
2023
Q3 		$775K Buy
71,478
+5,505
+8% +$63.4K 0.02% 754
2023
Q2 		$765K Sell
65,973
-33,968
-34% -$382K 0.03% 689
2023
Q1 		$1.16M Sell
99,941
-4,834
-5% -$56.2K 0.07% 267
2022
Q4 		$1.21M Buy
104,775
+14,044
+15% +$158K 0.08% 241
2022
Q3 		$944K Buy
+90,731
New +$1M 0.09% 185

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 $3.38T AUM 44.17% 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

Empowered Funds's MDU Position: Q2 2024 in Review

Empowered Funds sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 68,715 shares — an estimated $959K sold.

Empowered Funds first reported a position in MDU in Q3 2022 and held it in 7 quarters. The position peaked at $1.21M in Q4 2022. 386 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • Empowered Funds reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • Empowered Funds sold 68,715 MDU Resources shares in Q2 2024, an estimated $959K.
  • Empowered Funds first reported a position in MDU Resources in Q3 2022 and held it in 7 quarters.
  • Empowered Funds's MDU Resources position peaked at $1.21M in Q4 2022.
  • 386 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on Empowered Funds's 13F filing for Q2 2024, filed 30 Jul 2024.