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Mascoma Wealth Management’s MDU Resources MDU Stock Holding History

Mascoma 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
2023
Q2 		– Sell
-789
Closed -$8.77K – 545
2023
Q1 		$8.77K Hold
789
– – ﹤0.01% 422
2022
Q4 		$9.1K Hold
789
– – ﹤0.01% 419
2022
Q3 		$8K Hold
789
– – ﹤0.01% 436
2022
Q2 		$8K Hold
789
– – ﹤0.01% 449
2022
Q1 		$8K Buy
+789
New +$8.36K ﹤0.01% 469

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mascoma Wealth Management's MDU Position: Q2 2023 in Review

Mascoma Wealth Management sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 789 shares — an estimated $8.77K sold.

Mascoma Wealth Management first reported a position in MDU in Q1 2022 and held it in 5 quarters. The position peaked at $9.1K in Q4 2022. 380 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • Mascoma Wealth Management reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 789 MDU Resources shares in Q2 2023, an estimated $8.77K.
  • Mascoma Wealth Management first reported a position in MDU Resources in Q1 2022 and held it in 5 quarters.
  • Mascoma Wealth Management's MDU Resources position peaked at $9.1K in Q4 2022.
  • 380 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.