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Tucker Asset Management’s MDU Resources MDU Stock Holding History

Tucker Asset 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
2024
Q1 		– Sell
-108
Closed -$1.19K – 1733
2023
Q4 		$1.19K Hold
108
– – ﹤0.01% 1225
2023
Q3 		$1.18K Sell
108
-255
-70% -$2.94K ﹤0.01% 1141
2023
Q2 		$4.21K Sell
363
-166
-31% -$1.87K ﹤0.01% 714
2023
Q1 		$6.13K Hold
529
– – ﹤0.01% 654
2022
Q4 		$6.16K Hold
529
– – ﹤0.01% 416
2022
Q3 		$5.72K Hold
529
– – ﹤0.01% 406
2022
Q2 		$5.42K Buy
529
+371
+235% +$3.77K ﹤0.01% 321
2022
Q1 		$1.6K Buy
+158
New +$1.67K ﹤0.01% 444

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
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Tucker Asset Management's MDU Position: Q1 2024 in Review

Tucker Asset Management sold out of MDU Resources (MDU) in Q1 2024, closing a stake of 108 shares — an estimated $1.19K sold.

Tucker Asset Management first reported a position in MDU in Q1 2022 and held it in 8 quarters. The position peaked at $6.16K in Q4 2022. 394 funds tracked by Wall St. Rank hold MDU as of Q1 2024.

  • Tucker Asset Management reported no remaining MDU Resources position as of Q1 2024 after selling out during the quarter.
  • Tucker Asset Management sold 108 MDU Resources shares in Q1 2024, an estimated $1.19K.
  • Tucker Asset Management first reported a position in MDU Resources in Q1 2022 and held it in 8 quarters.
  • Tucker Asset Management's MDU Resources position peaked at $6.16K in Q4 2022.
  • 394 funds tracked by Wall St. Rank held MDU Resources as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.