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

ICA 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
2024
Q2 		$138K Sell
9,913
-19,438
-66% -$268K 0.08% 141
2024
Q1 		$410K Buy
29,351
+5,653
+24% +$65.4K 0.08% 187
2023
Q4 		$260K Buy
23,698
+2
+0% +$21 0.06% 221
2023
Q3 		$257K Sell
23,696
-1,921
-7% -$22.1K 0.07% 199
2023
Q2 		$297K Sell
25,617
-19,554
-43% -$220K 0.07% 181
2023
Q1 		$524K Sell
45,171
-1,541
-3% -$17.9K 0.12% 144
2022
Q4 		$539K Sell
46,712
-91,126
-66% -$1.02M 0.13% 155
2022
Q3 		$1.43M Buy
137,838
+5,326
+4% +$58.8K 0.3% 80
2022
Q2 		$1.61M Sell
132,512
-2,412
-2% -$24.5K 0.3% 80
2022
Q1 		$1.41M Buy
+134,924
New +$1.43M 0.27% 91

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ICA Group Wealth Management's MDU Position: Q2 2024 in Review

ICA Group Wealth Management reduced its MDU Resources (MDU) stake by 66% in Q2 2024, selling an estimated $268K and leaving 9,913 shares worth $138K. The position accounts for 0.08% of the portfolio, ranked #141.

ICA Group Wealth Management first reported a position in MDU in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.61M in Q2 2022. 384 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • ICA Group Wealth Management held 9,913 shares of MDU Resources worth $138K as of Q2 2024.
  • ICA Group Wealth Management sold 19,438 MDU Resources shares in Q2 2024, an estimated $268K.
  • MDU Resources made up 0.08% of ICA Group Wealth Management's portfolio in Q2 2024, its #141 holding.
  • ICA Group Wealth Management first reported a position in MDU Resources in Q1 2022 and has held it in 10 quarters since.
  • ICA Group Wealth Management's MDU Resources position peaked at $1.61M in Q2 2022.
  • 384 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.