MV Capital Management’s MDU Resources MDU Stock Holding History

MV 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
2024 Q3	–	Sell	-31	Closed	-$427	–	1079
2024 Q2	$427	Buy	+31	New	+$428	﹤0.01%	740

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MV Capital Management's MDU Position: Q3 2024 in Review

MV Capital Management sold out of MDU Resources (MDU) in Q3 2024, closing a stake of 31 shares — an estimated $427 sold.

MV Capital Management first reported a position in MDU in Q2 2024 and held it in 1 quarter. The position peaked at $427 in Q2 2024. 402 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

MV Capital Management reported no remaining MDU Resources position as of Q3 2024 after selling out during the quarter.
MV Capital Management sold 31 MDU Resources shares in Q3 2024, an estimated $427.
MV Capital Management first reported a position in MDU Resources in Q2 2024 and held it in 1 quarter.
MV Capital Management's MDU Resources position peaked at $427 in Q2 2024.
402 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on MV Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.