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Naples Money Management’s MDU Resources MDU Stock Holding History

Naples Money 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 		$1.26K Hold
83
– – ﹤0.01% 337
2024
Q2 		$1.13K Hold
83
– – ﹤0.01% 345
2024
Q1 		$1.16K Hold
83
– – ﹤0.01% 348
2023
Q4 		$911 Buy
+83
New +$876 ﹤0.01% 376

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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Naples Money Management's MDU Position: Q3 2024 in Review

Naples Money Management held its MDU Resources (MDU) position steady in Q3 2024 at 83 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Naples Money Management first reported a position in MDU in Q4 2023 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

  • Naples Money Management held 83 shares of MDU Resources worth $1.26K as of Q3 2024.
  • Naples Money Management left its MDU Resources share count unchanged in Q3 2024.
  • MDU Resources made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #337 holding.
  • Naples Money Management first reported a position in MDU Resources in Q4 2023 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.