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Hazlett, Burt & Watson’s MDU Resources MDU Stock Holding History

Hazlett, Burt & Watson’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
-267
Closed -$4K – 737
2024
Q2 		$4K Buy
+267
New +$3.69K ﹤0.01% 609
2022
Q3 		– Sell
-1,118
Closed -$11K – 644
2022
Q2 		$11K Hold
1,118
– – 0.01% 446
2022
Q1 		$11K Buy
+1,118
New +$11.8K 0.01% 461

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hazlett, Burt & Watson's MDU Position: Q3 2024 in Review

Hazlett, Burt & Watson sold out of MDU Resources (MDU) in Q3 2024, closing a stake of 267 shares — an estimated $4K sold.

Hazlett, Burt & Watson first reported a position in MDU in Q1 2022 and held it in 3 quarters. The position peaked at $11K in Q2 2022. 403 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

  • Hazlett, Burt & Watson reported no remaining MDU Resources position as of Q3 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 267 MDU Resources shares in Q3 2024, an estimated $4K.
  • Hazlett, Burt & Watson first reported a position in MDU Resources in Q1 2022 and held it in 3 quarters.
  • Hazlett, Burt & Watson's MDU Resources position peaked at $11K in Q2 2022.
  • 403 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2024, filed 30 Oct 2024.