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Vigilant Capital Management’s MDU Resources MDU Stock Holding History

Vigilant Capital 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
2023
Q2 		– Sell
-5,260
Closed -$61K – 474
2023
Q1 		$61K Buy
+5,260
New +$61.1K 0.01% 251

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State Street
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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 $609B AUM 40.19% 1-Year Est. Return

Vigilant Capital Management's MDU Position: Q2 2023 in Review

Vigilant Capital Management sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 5,260 shares — an estimated $61K sold.

Vigilant Capital Management first reported a position in MDU in Q1 2023 and held it in 1 quarter. The position peaked at $61K in Q1 2023. 380 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • Vigilant Capital Management reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
  • Vigilant Capital Management sold 5,260 MDU Resources shares in Q2 2023, an estimated $61K.
  • Vigilant Capital Management first reported a position in MDU Resources in Q1 2023 and held it in 1 quarter.
  • Vigilant Capital Management's MDU Resources position peaked at $61K in Q1 2023.
  • 380 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.