MFS
MDU icon

Mirabella Financial Services’s MDU Resources MDU Stock Holding History

Mirabella 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
2022
Q2 		– Sell
-72,219
Closed -$732K – 619
2022
Q1 		$732K Buy
+72,219
New +$765K 0.08% 195

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirabella Financial Services's MDU Position: Q2 2022 in Review

Mirabella Financial Services sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 72,219 shares — an estimated $732K sold.

Mirabella Financial Services first reported a position in MDU in Q1 2022 and held it in 1 quarter. The position peaked at $732K in Q1 2022. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

  • Mirabella Financial Services reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
  • Mirabella Financial Services sold 72,219 MDU Resources shares in Q2 2022, an estimated $732K.
  • Mirabella Financial Services first reported a position in MDU Resources in Q1 2022 and held it in 1 quarter.
  • Mirabella Financial Services's MDU Resources position peaked at $732K in Q1 2022.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Mirabella Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.