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SYSTM Wealth Solutions’s MDU Resources MDU Stock Holding History

SYSTM Wealth 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
2024
Q2 		– Sell
-5,383
Closed -$75.1K – 839
2024
Q1 		$75.1K Buy
5,383
+107
+2% +$1.24K 0.01% 517
2023
Q4 		$57.9K Buy
+5,276
New +$55.7K 0.01% 559

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SYSTM Wealth Solutions's MDU Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 5,383 shares — an estimated $75.1K sold.

SYSTM Wealth Solutions first reported a position in MDU in Q4 2023 and held it in 2 quarters. The position peaked at $75.1K in Q1 2024. 384 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,383 MDU Resources shares in Q2 2024, an estimated $75.1K.
  • SYSTM Wealth Solutions first reported a position in MDU Resources in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's MDU Resources position peaked at $75.1K in Q1 2024.
  • 384 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.