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Stonebridge Financial Planning Group’s MDU Resources MDU Stock Holding History

Stonebridge Financial Planning 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
Q2 		– Sell
-592
Closed -$7K – 439
2021
Q1 		$7K Hold
592
– – ﹤0.01% 372
2020
Q4 		$6K Hold
592
– – ﹤0.01% 354
2020
Q3 		$5K Hold
592
– – ﹤0.01% 353
2020
Q2 		$5K Hold
592
– – ﹤0.01% 355
2020
Q1 		$5K Hold
592
– – 0.01% 360
2019
Q4 		$7K Buy
+592
New +$6.46K 0.01% 308

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stonebridge Financial Planning Group's MDU Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of MDU Resources (MDU) in Q2 2021, closing a stake of 592 shares — an estimated $7K sold.

Stonebridge Financial Planning Group first reported a position in MDU in Q4 2019 and held it in 6 quarters. The position peaked at $7K in Q1 2021. 393 funds tracked by Wall St. Rank hold MDU as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining MDU Resources position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 592 MDU Resources shares in Q2 2021, an estimated $7K.
  • Stonebridge Financial Planning Group first reported a position in MDU Resources in Q4 2019 and held it in 6 quarters.
  • Stonebridge Financial Planning Group's MDU Resources position peaked at $7K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held MDU Resources as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.