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Spire Wealth Management’s MDU Resources MDU Stock Holding History

Spire Wealth 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
2022
Q3 		– Sell
-2,149
Closed -$22K – 2439
2022
Q2 		$22K Sell
2,149
-4,210
-66% -$42.8K ﹤0.01% 1631
2022
Q1 		$64K Hold
6,359
– – ﹤0.01% 1347
2021
Q4 		$75K Hold
6,359
– – ﹤0.01% 1535
2021
Q3 		$72K Hold
6,359
– – ﹤0.01% 1324
2021
Q2 		$76K Sell
6,359
-208,334
-97% -$2.61M ﹤0.01% 1307
2021
Q1 		$2.58M Buy
+214,693
New +$2.34M 0.07% 238

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
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Spire Wealth Management's MDU Position: Q3 2022 in Review

Spire Wealth Management sold out of MDU Resources (MDU) in Q3 2022, closing a stake of 2,149 shares — an estimated $22K sold.

Spire Wealth Management first reported a position in MDU in Q1 2021 and held it in 6 quarters. The position peaked at $2.58M in Q1 2021. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

  • Spire Wealth Management reported no remaining MDU Resources position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 2,149 MDU Resources shares in Q3 2022, an estimated $22K.
  • Spire Wealth Management first reported a position in MDU Resources in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's MDU Resources position peaked at $2.58M in Q1 2021.
  • 378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.