Westside Investment Management’s MDU Resources MDU Stock Holding History

Westside Investment 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 Q2	–	Sell	-509	Closed	-$7.11K	–	996
2024 Q1	$7.11K	Hold	509	–	–	﹤0.01%	682
2023 Q4	$5.58K	Hold	509	–	–	﹤0.01%	683
2023 Q3	$5.52K	Hold	509	–	–	﹤0.01%	679
2023 Q2	$5.91K	Sell	509 -2,957	-85%	-$33.3K	﹤0.01%	676
2023 Q1	$40.2K	Hold	3,466	–	–	0.01%	384
2022 Q4	$39	Hold	3,466	–	–	﹤0.01%	440
2022 Q3	$36	Hold	3,466	–	–	﹤0.01%	442
2022 Q2	$35	Hold	3,466	–	–	﹤0.01%	446
2022 Q1	$35	Buy	3,466 +2,724	+367%	+$28.8K	﹤0.01%	456
2021 Q4	$8	Buy	+742	New	+$8.37K	﹤0.01%	617
2017 Q4	–	Sell	-266	Closed	-$2.69K	–	862
2017 Q3	$2.69K	Buy	266 +3	+1%	+$30	﹤0.01%	736
2017 Q2	$2.58K	Hold	263	–	–	﹤0.01%	730
2017 Q1	$2.73K	Hold	263	–	–	﹤0.01%	687
2016 Q4	$2.89K	Buy	+263	New	+$2.72K	﹤0.01%	566

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westside Investment Management's MDU Position: Q2 2024 in Review

Westside Investment Management sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 509 shares — an estimated $7.11K sold.

Westside Investment Management first reported a position in MDU in Q4 2016 and held it in 14 quarters. The position peaked at $40.2K in Q1 2023. 385 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

Westside Investment Management reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
Westside Investment Management sold 509 MDU Resources shares in Q2 2024, an estimated $7.11K.
Westside Investment Management first reported a position in MDU Resources in Q4 2016 and held it in 14 quarters.
Westside Investment Management's MDU Resources position peaked at $40.2K in Q1 2023.
385 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on Westside Investment Management's 13F filing for Q2 2024, filed 17 Jul 2024.