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Strategic Investment Solutions’s MDU Resources MDU Stock Holding History

Strategic Investment 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 		– Sell
-682
Closed -$7.86K – 1160
2023
Q3 		$7.86K Buy
682
+671
+6,100% +$7.73K ﹤0.01% 670
2023
Q2 		$118 Sell
11
-5
-31% -$56 ﹤0.01% 844
2023
Q1 		$183 Buy
+16
New +$186 ﹤0.01% 980

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

Strategic Investment Solutions's MDU Position: Q4 2023 in Review

Strategic Investment Solutions sold out of MDU Resources (MDU) in Q4 2023, closing a stake of 682 shares — an estimated $7.86K sold.

Strategic Investment Solutions first reported a position in MDU in Q1 2023 and held it in 3 quarters. The position peaked at $7.86K in Q3 2023. 374 funds tracked by Wall St. Rank hold MDU as of Q4 2023.

  • Strategic Investment Solutions reported no remaining MDU Resources position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 682 MDU Resources shares in Q4 2023, an estimated $7.86K.
  • Strategic Investment Solutions first reported a position in MDU Resources in Q1 2023 and held it in 3 quarters.
  • Strategic Investment Solutions's MDU Resources position peaked at $7.86K in Q3 2023.
  • 374 funds tracked by Wall St. Rank held MDU Resources as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.