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Grimes & Company’s MDU Resources MDU Stock Holding History

Grimes & Company’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
-15,426
Closed -$215K – 377
2024
Q2 		$215K Buy
15,426
+74
+0.5% +$1.02K 0.01% 322
2024
Q1 		$214K Buy
+15,352
New +$178K 0.01% 308
2023
Q3 		– Sell
-20,335
Closed -$236K – 317
2023
Q2 		$236K Sell
20,335
-7,715
-28% -$86.8K 0.01% 267
2023
Q1 		$325K Buy
+28,050
New +$326K 0.01% 235

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

Grimes & Company's MDU Position: Q3 2024 in Review

Grimes & Company sold out of MDU Resources (MDU) in Q3 2024, closing a stake of 15,426 shares — an estimated $215K sold.

Grimes & Company first reported a position in MDU in Q1 2023 and held it in 4 quarters. The position peaked at $325K in Q1 2023. 402 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

  • Grimes & Company reported no remaining MDU Resources position as of Q3 2024 after selling out during the quarter.
  • Grimes & Company sold 15,426 MDU Resources shares in Q3 2024, an estimated $215K.
  • Grimes & Company first reported a position in MDU Resources in Q1 2023 and held it in 4 quarters.
  • Grimes & Company's MDU Resources position peaked at $325K in Q1 2023.
  • 402 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on Grimes & Company's 13F filing for Q3 2024, filed 22 Oct 2024.