Ownership history in Trajan Wealth LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Trajan Wealth LLC reported a position in MDU RES GROUP INC (MDU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Trajan Wealth LLC outperformed the S&P 500 by +8.3% annually on this MDU position. Timing score: 67% (2/3 decisions correct). Average cost basis: $16.37. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 8.3% per year on this position.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $14.52 (2024 Q3) Β· Worst: $16.41 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size