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Simplicity Solutions’s MDU Resources MDU Stock Holding History

Simplicity 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
2023
Q4 		$3.06M Buy
279,194
+29,945
+12% +$316K 0.08% 215
2023
Q3 		$2.7M Buy
249,249
+70,736
+40% +$814K 0.09% 209
2023
Q2 		$2.07M Sell
178,513
-31,078
-15% -$350K 0.06% 303
2023
Q1 		$2.43M Buy
209,591
+17,296
+9% +$201K 0.06% 272
2022
Q4 		$2.22M Buy
192,295
+30,639
+19% +$344K 0.3% 69
2022
Q3 		$1.68M Buy
161,656
+27,661
+21% +$305K 0.24% 95
2022
Q2 		$1.38M Buy
133,995
+27,537
+26% +$280K 0.18% 138
2022
Q1 		$1.08M Sell
106,458
-15,527
-13% -$164K 0.13% 167
2021
Q4 		$1.43M Buy
121,985
+89,974
+281% +$1.01M 0.16% 167
2021
Q3 		$361K Buy
32,011
+8,140
+34% +$97.5K 0.06% 357
2021
Q2 		$284K Buy
23,871
+4,060
+20% +$50.9K 0.06% 401
2021
Q1 		$238K Buy
+19,811
New +$216K 0.05% 424

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Simplicity Solutions's MDU Position: Q4 2023 in Review

Simplicity Solutions increased its MDU Resources (MDU) stake by 12% in Q4 2023, buying an estimated $316K and bringing the position to 279,194 shares worth $3.06M. The position accounts for 0.08% of the portfolio, ranked #215.

Simplicity Solutions first reported a position in MDU in Q1 2021 and has held it in 12 quarters since. 374 funds tracked by Wall St. Rank hold MDU as of Q4 2023.

  • Simplicity Solutions held 279,194 shares of MDU Resources worth $3.06M as of Q4 2023.
  • Simplicity Solutions bought 29,945 MDU Resources shares in Q4 2023, an estimated $316K.
  • MDU Resources made up 0.08% of Simplicity Solutions's portfolio in Q4 2023, its #215 holding.
  • Simplicity Solutions first reported a position in MDU Resources in Q1 2021 and has held it in 12 quarters since.
  • 374 funds tracked by Wall St. Rank held MDU Resources as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.