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Planned Solutions’s MDU Resources MDU Stock Holding History

Planned Solutions’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
Q4 		– Sell
-9,476
Closed -$144K – 421
2024
Q3 		$144K Buy
+9,476
New +$135K 0.06% 154
2024
Q1 		– Sell
-6,002
Closed -$65.8K – 361
2023
Q4 		$65.8K Buy
+6,002
New +$63.3K 0.03% 241
2021
Q1 		– Sell
-6,427
Closed -$64K – 271
2020
Q4 		$64K Buy
6,427
+6,048
+1,596% +$56.5K 0.05% 163
2020
Q3 		$3K Buy
+379
New +$3.25K ﹤0.01% 302

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's MDU Position: Q4 2024 in Review

Planned Solutions sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 9,476 shares — an estimated $144K sold.

Planned Solutions first reported a position in MDU in Q3 2020 and held it in 4 quarters. The position peaked at $144K in Q3 2024. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Planned Solutions reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 9,476 MDU Resources shares in Q4 2024, an estimated $144K.
  • Planned Solutions first reported a position in MDU Resources in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's MDU Resources position peaked at $144K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.