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Money Concepts Capital’s MDU Resources MDU Stock Holding History

Money Concepts Capital’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
-2,885
Closed -$33.3K – 1909
2022
Q4 		$33.3K Buy
+2,885
New +$32.4K ﹤0.01% 1417
2022
Q2 		– Sell
-792
Closed -$8K – 2144
2022
Q1 		$8K Buy
+792
New +$8.39K ﹤0.01% 2034

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
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

Money Concepts Capital's MDU Position: Q1 2023 in Review

Money Concepts Capital sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 2,885 shares — an estimated $33.3K sold.

Money Concepts Capital first reported a position in MDU in Q1 2022 and held it in 2 quarters. The position peaked at $33.3K in Q4 2022. 410 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

  • Money Concepts Capital reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,885 MDU Resources shares in Q1 2023, an estimated $33.3K.
  • Money Concepts Capital first reported a position in MDU Resources in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's MDU Resources position peaked at $33.3K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.