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Wetzel Investment Advisors’s MDU Resources MDU Stock Holding History

Wetzel Investment Advisors’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
-202
Closed -$2.82K – 583
2024
Q2 		$2.82K Hold
202
– – ﹤0.01% 693
2024
Q1 		$2.64K Hold
202
– – ﹤0.01% 790
2023
Q4 		$2K Buy
+202
New +$2.13K ﹤0.01% 865

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

Wetzel Investment Advisors's MDU Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of MDU Resources (MDU) in Q3 2024, closing a stake of 202 shares — an estimated $2.82K sold.

Wetzel Investment Advisors first reported a position in MDU in Q4 2023 and held it in 3 quarters. The position peaked at $2.82K in Q2 2024. 402 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining MDU Resources position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 202 MDU Resources shares in Q3 2024, an estimated $2.82K.
  • Wetzel Investment Advisors first reported a position in MDU Resources in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's MDU Resources position peaked at $2.82K in Q2 2024.
  • 402 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.