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MDU Resources shares owned by Simplicity Wealth

Quarter-by-quarter ownership of MDU Resources (MDU) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in MDU Resources

Tip: Access up to 7 years of quarterly data

All positions including MDU Resources held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MDU Resources by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 150k 25.20

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding MDU Resources

Vanguard Group
Corvex Management
Dimensional Fund Advisors
Franklin Resources
Barrow, Hanley, Mewhinney & Strauss
River Road Asset Management
Norges Bank Investment Management
Bank of New York Mellon
Charles Schwab Investment Management
Allspring Global Investments Holdings
J. Goldman & Co
Us Bancorp
Citadel Advisors
59 North Capital Management
AQR Capital Management

View all funds holding MDU Resources