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Sutton Wealth Advisors’s MDU Resources MDU Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-47
Closed -$546 – 1246
2022
Q4 		$546 Hold
47
– – ﹤0.01% 1470
2022
Q3 		$492 Hold
47
– – ﹤0.01% 1471
2022
Q2 		$486 Sell
47
-66
-58% -$671 ﹤0.01% 1465
2022
Q1 		$1.15K Buy
113
+47
+71% +$498 ﹤0.01% 1308
2021
Q4 		$771 Buy
+66
New +$744 ﹤0.01% 1399

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sutton Wealth Advisors's MDU Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 47 shares — an estimated $546 sold.

Sutton Wealth Advisors first reported a position in MDU in Q4 2021 and held it in 5 quarters. The position peaked at $1.15K in Q1 2022. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 47 MDU Resources shares in Q1 2023, an estimated $546.
  • Sutton Wealth Advisors first reported a position in MDU Resources in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's MDU Resources position peaked at $1.15K in Q1 2022.
  • 411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.