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First Capital Advisors Group’s MDU Resources MDU Stock Holding History

First Capital Advisors Group’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
Q2 		$712 Buy
+61
New +$686 ﹤0.01% 898
2018
Q2 		– Sell
-68
Closed -$1K – 528
2018
Q1 		$1K Buy
+68
New +$690 ﹤0.01% 816

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Capital Advisors Group's MDU Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in MDU Resources (MDU) in Q2 2023: 61 shares worth $712. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in MDU as recently as Q1 2018.

First Capital Advisors Group first reported a position in MDU in Q1 2018 and has held it in 2 quarters since. The position peaked at $1K in Q1 2018. 379 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • First Capital Advisors Group held 61 shares of MDU Resources worth $712 as of Q2 2023.
  • MDU Resources was a new First Capital Advisors Group position in Q2 2023.
  • MDU Resources made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #898 holding.
  • First Capital Advisors Group first reported a position in MDU Resources in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's MDU Resources position peaked at $1K in Q1 2018.
  • 379 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.