HGWM
MDU icon

Harvest Group Wealth Management’s MDU Resources MDU Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-47
Closed – – 424
2020
Q4 		$0 Hold
47
– – ﹤0.01% 768
2020
Q3 		$0 Hold
47
– – ﹤0.01% 721
2020
Q2 		$0 Hold
47
– – ﹤0.01% 698
2020
Q1 		$0 Buy
+47
New +$495 ﹤0.01% 782

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harvest Group Wealth Management's MDU Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of MDU Resources (MDU) in Q1 2021, closing a stake of 47 shares.

Harvest Group Wealth Management first reported a position in MDU in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 398 funds tracked by Wall St. Rank hold MDU as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining MDU Resources position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 47 MDU Resources shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in MDU Resources in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's MDU Resources position peaked at $0 in Q4 2020.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.