FinTrust Capital Advisors’s MDU Resources MDU Stock Holding History

FinTrust Capital 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 Q3	$24.7K	Hold	1,625	–	–	﹤0.01%	760
2024 Q2	$22.6K	Hold	1,625	–	–	﹤0.01%	738
2024 Q1	$22.7K	Hold	1,625	–	–	﹤0.01%	711
2023 Q4	$17.8K	Hold	1,625	–	–	﹤0.01%	721
2023 Q3	$17.6K	Hold	1,625	–	–	﹤0.01%	684
2023 Q2	$27.3K	Sell	1,625 -742	-31%	-$8.35K	0.01%	580
2023 Q1	$27.3K	Hold	2,367	–	–	0.01%	579
2022 Q4	$27.3K	Hold	2,367	–	–	0.01%	578
2022 Q3	$26K	Hold	2,367	–	–	0.01%	665
2022 Q2	$24K	Hold	2,367	–	–	0.01%	693
2022 Q1	$24K	Hold	2,367	–	–	0.01%	720
2021 Q4	$28K	Hold	2,367	–	–	0.01%	656
2021 Q3	$27K	Hold	2,367	–	–	0.01%	662
2021 Q2	$28K	Hold	2,367	–	–	0.01%	669
2021 Q1	$28K	Hold	2,367	–	–	0.01%	638
2020 Q4	$24K	Hold	2,367	–	–	0.01%	633
2020 Q3	$20	Hold	2,367	–	–	﹤0.01%	648
2020 Q2	$20K	Hold	2,367	–	–	0.01%	623
2020 Q1	$19K	Hold	2,367	–	–	0.01%	631
2019 Q4	$27K	Hold	2,367	–	–	0.01%	577
2019 Q3	$25K	Hold	2,367	–	–	0.01%	609
2019 Q2	$23K	Buy	+2,367	New	+$23.1K	0.01%	572

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FinTrust Capital Advisors's MDU Position: Q3 2024 in Review

FinTrust Capital Advisors held its MDU Resources (MDU) position steady in Q3 2024 at 1,625 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

FinTrust Capital Advisors first reported a position in MDU in Q2 2019 and has held it in 22 quarters since. The position peaked at $28K in Q4 2021. 402 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

FinTrust Capital Advisors held 1,625 shares of MDU Resources worth $24.7K as of Q3 2024.
FinTrust Capital Advisors left its MDU Resources share count unchanged in Q3 2024.
MDU Resources made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #760 holding.
FinTrust Capital Advisors first reported a position in MDU Resources in Q2 2019 and has held it in 22 quarters since.
FinTrust Capital Advisors's MDU Resources position peaked at $28K in Q4 2021.
402 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.