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Safeguard Investment Advisory Group’s MDU Resources MDU Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-2,122
Closed -$21K – 451
2020
Q4 		$21K Buy
+2,122
New +$19.8K 0.02% 302

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Safeguard Investment Advisory Group's MDU Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of MDU Resources (MDU) in Q1 2021, closing a stake of 2,122 shares — an estimated $21K sold.

Safeguard Investment Advisory Group first reported a position in MDU in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 398 funds tracked by Wall St. Rank hold MDU as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining MDU Resources position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,122 MDU Resources shares in Q1 2021, an estimated $21K.
  • Safeguard Investment Advisory Group first reported a position in MDU Resources in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's MDU Resources position peaked at $21K in Q4 2020.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.