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Jaffetilchin Investment Partners’s MDU Resources MDU Stock Holding History

Jaffetilchin Investment Partners’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 		– Sell
-1,397
Closed -$21.2K – 901
2024
Q3 		$21.2K Buy
+1,397
New +$19.9K ﹤0.01% 751
2020
Q1 		– Sell
-20,763
Closed -$235K – 202
2019
Q4 		$235K Buy
+20,763
New +$227K 0.05% 202

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

Jaffetilchin Investment Partners's MDU Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 1,397 shares — an estimated $21.2K sold.

Jaffetilchin Investment Partners first reported a position in MDU in Q4 2019 and held it in 2 quarters. The position peaked at $235K in Q4 2019. 399 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,397 MDU Resources shares in Q4 2024, an estimated $21.2K.
  • Jaffetilchin Investment Partners first reported a position in MDU Resources in Q4 2019 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's MDU Resources position peaked at $235K in Q4 2019.
  • 399 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.