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1834 Investment Advisors’s MDU Resources MDU Stock Holding History

1834 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
2022
Q3 		– Sell
-1,331
Closed -$14K – 351
2022
Q2 		$14K Hold
1,331
– – ﹤0.01% 358
2022
Q1 		$13K Sell
1,331
-970
-42% -$10.3K ﹤0.01% 336
2021
Q4 		$27K Hold
2,301
– – ﹤0.01% 307
2021
Q3 		$26K Hold
2,301
– – ﹤0.01% 318
2021
Q2 		$27K Buy
+2,301
New +$28.8K ﹤0.01% 327

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

1834 Investment Advisors's MDU Position: Q3 2022 in Review

1834 Investment Advisors sold out of MDU Resources (MDU) in Q3 2022, closing a stake of 1,331 shares — an estimated $14K sold.

1834 Investment Advisors first reported a position in MDU in Q2 2021 and held it in 5 quarters. The position peaked at $27K in Q4 2021. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

  • 1834 Investment Advisors reported no remaining MDU Resources position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 1,331 MDU Resources shares in Q3 2022, an estimated $14K.
  • 1834 Investment Advisors first reported a position in MDU Resources in Q2 2021 and held it in 5 quarters.
  • 1834 Investment Advisors's MDU Resources position peaked at $27K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.