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Gradient Investments’s MDU Resources MDU Stock Holding History

Gradient Investments’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 		– Sell
-181
Closed -$2.51K – 901
2024
Q2 		$2.51K Buy
+181
New +$2.5K ﹤0.01% 953
2024
Q1 		– Sell
-37,084
Closed -$407K – 1590
2023
Q4 		$407K Hold
37,084
– – 0.01% 278
2023
Q3 		$402K Hold
37,084
– – 0.01% 251
2023
Q2 		$430K Buy
+37,084
New +$417K 0.01% 247
2018
Q3 		– Sell
-126
Closed -$1K – 1028
2018
Q2 		$1K Hold
126
– – ﹤0.01% 910
2018
Q1 		$1K Hold
126
– – ﹤0.01% 918
2017
Q4 		$1K Buy
+126
New +$1.29K ﹤0.01% 920
2014
Q1 		– Sell
-481
Closed -$6K – 588
2013
Q4 		$6K Buy
+481
New +$5.42K ﹤0.01% 416

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Gradient Investments's MDU Position: Q3 2024 in Review

Gradient Investments sold out of MDU Resources (MDU) in Q3 2024, closing a stake of 181 shares — an estimated $2.51K sold.

Gradient Investments first reported a position in MDU in Q4 2013 and held it in 8 quarters. The position peaked at $430K in Q2 2023. 402 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

  • Gradient Investments reported no remaining MDU Resources position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 181 MDU Resources shares in Q3 2024, an estimated $2.51K.
  • Gradient Investments first reported a position in MDU Resources in Q4 2013 and held it in 8 quarters.
  • Gradient Investments's MDU Resources position peaked at $430K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.