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Kapitalo Investimentos’s MDU Resources MDU Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-9,382
Closed -$102K – 644
2023
Q3 		$102K Buy
9,382
+4,516
+93% +$52K 0.01% 397
2023
Q2 		$56.5K Buy
+4,866
New +$54.7K 0.01% 393

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kapitalo Investimentos's MDU Position: Q4 2023 in Review

Kapitalo Investimentos sold out of MDU Resources (MDU) in Q4 2023, closing a stake of 9,382 shares — an estimated $102K sold.

Kapitalo Investimentos first reported a position in MDU in Q2 2023 and held it in 2 quarters. The position peaked at $102K in Q3 2023. 374 funds tracked by Wall St. Rank hold MDU as of Q4 2023.

  • Kapitalo Investimentos reported no remaining MDU Resources position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 9,382 MDU Resources shares in Q4 2023, an estimated $102K.
  • Kapitalo Investimentos first reported a position in MDU Resources in Q2 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's MDU Resources position peaked at $102K in Q3 2023.
  • 374 funds tracked by Wall St. Rank held MDU Resources as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.