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Rockbridge Investment Management’s MDU Resources MDU Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-375
Closed -$4.12K – 418
2023
Q4 		$4.12K Buy
+375
New +$3.96K ﹤0.01% 486
2022
Q3 		– Sell
-547
Closed -$5.61K – 396
2022
Q2 		$5.61K Hold
547
– – ﹤0.01% 441
2022
Q1 		$5.58K Hold
547
– – ﹤0.01% 605
2021
Q4 		$6K Hold
547
– – ﹤0.01% 643
2021
Q3 		$6K Hold
547
– – ﹤0.01% 588
2021
Q2 		$7K Hold
547
– – ﹤0.01% 568
2021
Q1 		$7K Buy
547
+105
+24% +$1.14K ﹤0.01% 544
2020
Q4 		$4K Hold
442
– – ﹤0.01% 592
2020
Q3 		$4K Hold
442
– – ﹤0.01% 542
2020
Q2 		$4K Buy
+442
New +$3.67K ﹤0.01% 517

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 $3.27B AUM 38.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Rockbridge Investment Management's MDU Position: Q1 2024 in Review

Rockbridge Investment Management sold out of MDU Resources (MDU) in Q1 2024, closing a stake of 375 shares — an estimated $4.12K sold.

Rockbridge Investment Management first reported a position in MDU in Q2 2020 and held it in 10 quarters. The position peaked at $7K in Q2 2021. 394 funds tracked by Wall St. Rank hold MDU as of Q1 2024.

  • Rockbridge Investment Management reported no remaining MDU Resources position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 375 MDU Resources shares in Q1 2024, an estimated $4.12K.
  • Rockbridge Investment Management first reported a position in MDU Resources in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's MDU Resources position peaked at $7K in Q2 2021.
  • 394 funds tracked by Wall St. Rank held MDU Resources as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.