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McElhenny Sheffield Capital Management’s MDU Resources MDU Stock Holding History

McElhenny Sheffield 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
2023
Q1 		– Sell
-5,063
Closed -$58.4K – 397
2022
Q4 		$58.4K Buy
+5,063
New +$56.9K 0.03% 173

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State Street
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CM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McElhenny Sheffield Capital Management's MDU Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 5,063 shares — an estimated $58.4K sold.

McElhenny Sheffield Capital Management first reported a position in MDU in Q4 2022 and held it in 1 quarter. The position peaked at $58.4K in Q4 2022. 410 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 5,063 MDU Resources shares in Q1 2023, an estimated $58.4K.
  • McElhenny Sheffield Capital Management first reported a position in MDU Resources in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's MDU Resources position peaked at $58.4K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.