MFT
MDU icon

Moisand Fitzgerald Tamayo’s MDU Resources MDU Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-43
Closed -$503 – 804
2023
Q2 		$503 Sell
43
-20
-32% -$225 ﹤0.01% 710
2023
Q1 		$732 Hold
63
– – ﹤0.01% 729
2022
Q4 		$728 Hold
63
– – ﹤0.01% 712
2022
Q3 		$1K Buy
+63
New +$696 ﹤0.01% 620

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
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Moisand Fitzgerald Tamayo's MDU Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of MDU Resources (MDU) in Q3 2023, closing a stake of 43 shares — an estimated $503 sold.

Moisand Fitzgerald Tamayo first reported a position in MDU in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 377 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining MDU Resources position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 43 MDU Resources shares in Q3 2023, an estimated $503.
  • Moisand Fitzgerald Tamayo first reported a position in MDU Resources in Q3 2022 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's MDU Resources position peaked at $1K in Q3 2022.
  • 377 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.