M&R Capital Management’s MDU Resources MDU Stock Holding History

M&R Capital 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 Q3	$1.46K	Sell	96 -595	-86%	-$8.47K	﹤0.01%	534
2024 Q2	$9.6K	Buy	691 +3	+0.4%	+$41	﹤0.01%	376
2024 Q1	$9.59K	Sell	688 -68	-9%	-$787	﹤0.01%	368
2023 Q4	$8.29K	Buy	756 +5	+0.7%	+$53	﹤0.01%	422
2023 Q3	$8.15K	Buy	751 +520	+225%	+$5.99K	﹤0.01%	406
2023 Q2	$2.69K	Sell	231 -74	-24%	-$832	﹤0.01%	513
2023 Q1	$3.55K	Sell	305 -5	-2%	-$58	﹤0.01%	477
2022 Q4	$3.58K	Buy	+310	New	+$3.48K	﹤0.01%	442

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

M&R Capital Management's MDU Position: Q3 2024 in Review

M&R Capital Management reduced its MDU Resources (MDU) stake by 86% in Q3 2024, selling an estimated $8.47K and leaving 96 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

M&R Capital Management first reported a position in MDU in Q4 2022 and has held it in 8 quarters since. The position peaked at $9.6K in Q2 2024. 403 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

M&R Capital Management held 96 shares of MDU Resources worth $1.46K as of Q3 2024.
M&R Capital Management sold 595 MDU Resources shares in Q3 2024, an estimated $8.47K.
MDU Resources made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #534 holding.
M&R Capital Management first reported a position in MDU Resources in Q4 2022 and has held it in 8 quarters since.
M&R Capital Management's MDU Resources position peaked at $9.6K in Q2 2024.
403 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.