JP Morgan Private Wealth Advisors’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.23M | Sell |
206,030
-29,270
| -12% | -$337K | 0.01% | 703 |
|
|
2023
Q2 | $2.73M | Sell |
235,300
-122,627
| -34% | -$1.38M | 0.01% | 474 |
|
|
2023
Q1 | $4.15M | Buy |
357,927
+17,841
| +5% | +$207K | 0.01% | 633 |
|
|
2022
Q4 | $3.92M | Buy |
340,086
+26,057
| +8% | +$293K | 0.01% | 641 |
|
|
2022
Q3 | $3.27M | Buy |
314,029
+53,755
| +21% | +$594K | 0.01% | 686 |
|
|
2022
Q2 | $2.67M | Buy |
260,274
+78,191
| +43% | +$795K | 0.01% | 751 |
|
|
2022
Q1 | $1.84M | Buy |
182,083
+72,291
| +66% | +$765K | ﹤0.01% | 934 |
|
|
2021
Q4 | $1.29M | Buy |
109,792
+5,475
| +5% | +$61.7K | ﹤0.01% | 1113 |
|
|
2021
Q3 | $1.18M | Buy |
104,317
+8,697
| +9% | +$104K | ﹤0.01% | 1142 |
|
|
2021
Q2 | $1.14M | Buy |
95,620
+22,112
| +30% | +$277K | ﹤0.01% | 1133 |
|
|
2021
Q1 | $884K | Buy |
73,508
+20,282
| +38% | +$221K | ﹤0.01% | 1099 |
|
|
2020
Q4 | $533K | Sell |
53,226
-3,459
| -6% | -$32.3K | ﹤0.01% | 1265 |
|
|
2020
Q3 | $485K | Sell |
56,685
-2,524
| -4% | -$21.7K | ﹤0.01% | 1168 |
|
|
2020
Q2 | $499K | Sell |
59,209
-4,379
| -7% | -$36.4K | ﹤0.01% | 1096 |
|
|
2020
Q1 | $520K | Sell |
63,588
-9,160
| -13% | -$96.4K | ﹤0.01% | 915 |
|
|
2019
Q4 | $822K | Buy |
72,748
+4,400
| +6% | +$48K | ﹤0.01% | 871 |
|
|
2019
Q3 | $733K | Sell |
68,348
-973
| -1% | -$9.93K | ﹤0.01% | 870 |
|
|
2019
Q2 | $680K | Buy |
69,321
+289
| +0.4% | +$2.81K | ﹤0.01% | 881 |
|
|
2019
Q1 | $678K | Hold |
69,032
| – | – | ﹤0.01% | 912 |
|
|
2018
Q4 | $626K | Buy |
69,032
+37
| +0.1% | +$361 | ﹤0.01% | 887 |
|
|
2018
Q3 | $674K | Sell |
68,995
-1,552
| -2% | -$16.6K | ﹤0.01% | 966 |
|
|
2018
Q2 | $769K | Sell |
70,547
-9,954
| -12% | -$106K | ﹤0.01% | 858 |
|
|
2018
Q1 | $862K | Sell |
80,501
-592
| -0.7% | -$6.01K | 0.01% | 686 |
|
|
2017
Q4 | $829K | Sell |
81,093
-2,695
| -3% | -$27.6K | 0.01% | 718 |
|
|
2017
Q3 | $827K | Sell |
83,788
-1,867
| -2% | -$18.6K | 0.01% | 682 |
|
|
2017
Q2 | $853K | Buy |
85,655
+2,419
| +3% | +$24.7K | 0.01% | 661 |
|
|
2017
Q1 | $866K | Buy |
83,236
+8,219
| +11% | +$85.9K | 0.01% | 681 |
|
|
2016
Q4 | $821K | Sell |
75,017
-1,042
| -1% | -$10.8K | 0.01% | 656 |
|
|
2016
Q3 | $736K | Buy |
76,059
+5,610
| +8% | +$51.2K | 0.01% | 663 |
|
|
2016
Q2 | $643K | Sell |
70,449
-1,331
| -2% | -$10.8K | 0.01% | 702 |
|
|
2016
Q1 | $531K | Buy |
71,780
+4,468
| +7% | +$30.1K | 0.01% | 741 |
|
|
2015
Q4 | $469K | Sell |
67,312
-4,358
| -6% | -$30.2K | ﹤0.01% | 714 |
|
|
2015
Q3 | $469K | Buy |
71,670
+16,077
| +29% | +$109K | 0.01% | 640 |
|
|
2015
Q2 | $413K | Buy |
55,593
+30,567
| +122% | +$246K | ﹤0.01% | 744 |
|
|
2015
Q1 | $203K | Buy |
25,026
+1,733
| +7% | +$14.7K | ﹤0.01% | 1036 |
|
|
2014
Q4 | $208K | Sell |
23,293
-45,634
| -66% | -$440K | ﹤0.01% | 987 |
|
|
2014
Q3 | $729K | Sell |
68,927
-12,137
| -15% | -$144K | 0.01% | 599 |
|
|
2014
Q2 | $1.08M | Sell |
81,064
-15,537
| -16% | -$203K | 0.02% | 395 |
|
|
2014
Q1 | $1.26M | Buy |
96,601
+7,074
| +8% | +$87.8K | 0.02% | 361 |
|
|
2013
Q4 | $1.04M | Buy |
89,527
+32,656
| +57% | +$368K | 0.02% | 337 |
|
|
2013
Q3 | $605K | Buy |
56,871
+10,183
| +22% | +$107K | 0.01% | 400 |
|
|
2013
Q2 | $460K | Buy |
+46,688
| New | +$449K | 0.01% | 423 |
|
Other funds holding MDU
CM
JP Morgan Private Wealth Advisors's MDU Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its MDU Resources (MDU) stake by 12% in Q3 2023, selling an estimated $337K and leaving 206,030 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #703.
JP Morgan Private Wealth Advisors first reported a position in MDU in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.15M in Q1 2023. 377 funds tracked by Wall St. Rank hold MDU as of Q3 2023.
- JP Morgan Private Wealth Advisors held 206,030 shares of MDU Resources worth $2.23M as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 29,270 MDU Resources shares in Q3 2023, an estimated $337K.
- MDU Resources made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #703 holding.
- JP Morgan Private Wealth Advisors first reported a position in MDU Resources in Q2 2013 and has held it in 42 quarters since.
- JP Morgan Private Wealth Advisors's MDU Resources position peaked at $4.15M in Q1 2023.
- 377 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.