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Householder Group Estate & Retirement Specialist’s MDU Resources MDU Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$1K Sell
57
-46
-45% -$807 ﹤0.01% 514
2024
Q3 		$1K Hold
103
– – ﹤0.01% 1107
2024
Q2 		$1K Buy
+103
New +$1.42K ﹤0.01% 1143

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MDU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its MDU Resources (MDU) stake by 45% in Q4 2024, selling an estimated $807 and leaving 57 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Householder Group Estate & Retirement Specialist first reported a position in MDU in Q2 2024 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 57 shares of MDU Resources worth $1K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 46 MDU Resources shares in Q4 2024, an estimated $807.
  • MDU Resources made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #514 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in MDU Resources in Q2 2024 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.