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Sowell Financial Services’s MDU Resources MDU Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-4,676
Closed -$60K – 1829
2021
Q1 		$60K Buy
4,676
+1,360
+41% +$14.8K ﹤0.01% 1573
2020
Q4 		$33K Sell
3,316
-1,365
-29% -$12.8K ﹤0.01% 1544
2020
Q3 		$40K Sell
4,681
-902
-16% -$7.74K ﹤0.01% 1291
2020
Q2 		$47K Sell
5,583
-150
-3% -$1.25K ﹤0.01% 1176
2020
Q1 		$47K Buy
+5,733
New +$60.4K ﹤0.01% 1083

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's MDU Position: Q2 2021 in Review

Sowell Financial Services sold out of MDU Resources (MDU) in Q2 2021, closing a stake of 4,676 shares — an estimated $60K sold.

Sowell Financial Services first reported a position in MDU in Q1 2020 and held it in 5 quarters. The position peaked at $60K in Q1 2021. 394 funds tracked by Wall St. Rank hold MDU as of Q2 2021.

  • Sowell Financial Services reported no remaining MDU Resources position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,676 MDU Resources shares in Q2 2021, an estimated $60K.
  • Sowell Financial Services first reported a position in MDU Resources in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's MDU Resources position peaked at $60K in Q1 2021.
  • 394 funds tracked by Wall St. Rank held MDU Resources as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.