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Mattson Financial Services’s MDU Resources MDU Stock Holding History

Mattson Financial Services’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
-181
Closed -$2.51K – 367
2024
Q3 		$2.51K Hold
181
– – ﹤0.01% 233
2024
Q2 		$2.51K Buy
+181
New +$2.5K ﹤0.01% 233

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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

Mattson Financial Services's MDU Position: Q4 2024 in Review

Mattson Financial Services sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 181 shares — an estimated $2.51K sold.

Mattson Financial Services first reported a position in MDU in Q2 2024 and held it in 2 quarters. The position peaked at $2.51K in Q3 2024. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Mattson Financial Services reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Mattson Financial Services sold 181 MDU Resources shares in Q4 2024, an estimated $2.51K.
  • Mattson Financial Services first reported a position in MDU Resources in Q2 2024 and held it in 2 quarters.
  • Mattson Financial Services's MDU Resources position peaked at $2.51K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Mattson Financial Services's 13F filing for Q4 2024, filed 10 Mar 2025.