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RIA Advisory Group’s MDU Resources MDU Stock Holding History

RIA Advisory Group’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
Q3 		– Sell
-40,614
Closed -$471K – 127
2023
Q2 		$471K Sell
40,614
-23,237
-36% -$261K 0.2% 71
2023
Q1 		$740K Buy
63,851
+10,012
+19% +$116K 0.34% 46
2022
Q4 		$607K Buy
+53,839
New +$605K 0.35% 45

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

RIA Advisory Group's MDU Position: Q3 2023 in Review

RIA Advisory Group sold out of MDU Resources (MDU) in Q3 2023, closing a stake of 40,614 shares — an estimated $471K sold.

RIA Advisory Group first reported a position in MDU in Q4 2022 and held it in 3 quarters. The position peaked at $740K in Q1 2023. 376 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

  • RIA Advisory Group reported no remaining MDU Resources position as of Q3 2023 after selling out during the quarter.
  • RIA Advisory Group sold 40,614 MDU Resources shares in Q3 2023, an estimated $471K.
  • RIA Advisory Group first reported a position in MDU Resources in Q4 2022 and held it in 3 quarters.
  • RIA Advisory Group's MDU Resources position peaked at $740K in Q1 2023.
  • 376 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on RIA Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.