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TwinBeech Capital’s MDU Resources MDU Stock Holding History

TwinBeech Capital’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
Q3 		– Sell
-110,462
Closed -$1.54M – 799
2024
Q2 		$1.54M Buy
+110,462
New +$1.53M 0.03% 358
2024
Q1 		– Sell
-39,465
Closed -$433K – 751
2023
Q4 		$433K Buy
+39,465
New +$417K 0.01% 557
2021
Q2 		– Sell
-19,138
Closed -$230K – 575
2021
Q1 		$230K Buy
+19,138
New +$209K 0.03% 414

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TwinBeech Capital's MDU Position: Q3 2024 in Review

TwinBeech Capital sold out of MDU Resources (MDU) in Q3 2024, closing a stake of 110,462 shares — an estimated $1.54M sold.

TwinBeech Capital first reported a position in MDU in Q1 2021 and held it in 3 quarters. The position peaked at $1.54M in Q2 2024. 402 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

  • TwinBeech Capital reported no remaining MDU Resources position as of Q3 2024 after selling out during the quarter.
  • TwinBeech Capital sold 110,462 MDU Resources shares in Q3 2024, an estimated $1.54M.
  • TwinBeech Capital first reported a position in MDU Resources in Q1 2021 and held it in 3 quarters.
  • TwinBeech Capital's MDU Resources position peaked at $1.54M in Q2 2024.
  • 402 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on TwinBeech Capital's 13F filing for Q3 2024, filed 14 Nov 2024.