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PRW Wealth Management’s MDU Resources MDU Stock Holding History

PRW Wealth 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
2021
Q3 		– Sell
-129,488
Closed -$1.54M – 213
2021
Q2 		$1.54M Buy
+129,488
New +$1.62M 0.45% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

PRW Wealth Management's MDU Position: Q3 2021 in Review

PRW Wealth Management sold out of MDU Resources (MDU) in Q3 2021, closing a stake of 129,488 shares — an estimated $1.54M sold.

PRW Wealth Management first reported a position in MDU in Q2 2021 and held it in 1 quarter. The position peaked at $1.54M in Q2 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q3 2021.

  • PRW Wealth Management reported no remaining MDU Resources position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 129,488 MDU Resources shares in Q3 2021, an estimated $1.54M.
  • PRW Wealth Management first reported a position in MDU Resources in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's MDU Resources position peaked at $1.54M in Q2 2021.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.