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Sugarloaf Wealth Management’s MDU Resources MDU Stock Holding History

Sugarloaf 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
2020
Q2 		– Sell
-1,275
Closed -$10K – 707
2020
Q1 		$10K Buy
1,275
+7
+0.6% +$74 ﹤0.01% 435
2019
Q4 		$14K Buy
+1,268
New +$13.8K 0.01% 428

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sugarloaf Wealth Management's MDU Position: Q2 2020 in Review

Sugarloaf Wealth Management sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 1,275 shares — an estimated $10K sold.

Sugarloaf Wealth Management first reported a position in MDU in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

  • Sugarloaf Wealth Management reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,275 MDU Resources shares in Q2 2020, an estimated $10K.
  • Sugarloaf Wealth Management first reported a position in MDU Resources in Q4 2019 and held it in 2 quarters.
  • Sugarloaf Wealth Management's MDU Resources position peaked at $14K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.