Financial Gravity Asset Management’s MDU Resources MDU Stock Holding History

Financial Gravity Asset 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
2020 Q2	–	Sell	-53	Closed	-$420	–	521
2020 Q1	$420	Sell	53 -42	-44%	-$442	﹤0.01%	581
2019 Q4	$30K	Hold	95	–	–	0.02%	863
2019 Q3	$1K	Sell	95 -31	-25%	-$317	﹤0.01%	1060
2019 Q2	$1K	Sell	126 -142	-53%	-$1.38K	﹤0.01%	1082
2019 Q1	$3K	Buy	+268	New	+$2.6K	﹤0.01%	847
2018 Q3	$6K	Buy	668 +18	+3%	+$193	0.01%	689
2018 Q2	$7K	Buy	650 +74	+13%	+$789	0.01%	651
2018 Q1	$6K	Buy	+576	New	+$5.85K	0.01%	678

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's MDU Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 53 shares — an estimated $420 sold.

Financial Gravity Asset Management first reported a position in MDU in Q1 2018 and held it in 8 quarters. The position peaked at $30K in Q4 2019. 337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

Financial Gravity Asset Management reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 53 MDU Resources shares in Q2 2020, an estimated $420.
Financial Gravity Asset Management first reported a position in MDU Resources in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's MDU Resources position peaked at $30K in Q4 2019.
337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.