SW
MDU icon

Simplicity Wealth’s MDU Resources MDU Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-303,953
Closed -$4.23M – 918
2024
Q2 		$4.23M Buy
303,953
+33,326
+12% +$460K 0.1% 210
2024
Q1 		$3.78M Buy
+270,627
New +$3.13M 0.09% 230

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Wealth's MDU Position: Q3 2024 in Review

Simplicity Wealth sold out of MDU Resources (MDU) in Q3 2024, closing a stake of 303,953 shares — an estimated $4.23M sold.

Simplicity Wealth first reported a position in MDU in Q1 2024 and held it in 2 quarters. The position peaked at $4.23M in Q2 2024. 402 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

  • Simplicity Wealth reported no remaining MDU Resources position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 303,953 MDU Resources shares in Q3 2024, an estimated $4.23M.
  • Simplicity Wealth first reported a position in MDU Resources in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's MDU Resources position peaked at $4.23M in Q2 2024.
  • 402 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.