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Alan B. Lancz & Associates’s MDU Resources MDU Stock Holding History

Alan B. Lancz & Associates’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
2023
Q2 		– Sell
-13,215
Closed -$153K – 161
2023
Q1 		$153K Hold
13,215
– – 0.16% 148
2022
Q4 		$155K Hold
13,215
– – 0.16% 159
2022
Q3 		$137K Hold
13,215
– – 0.16% 152
2022
Q2 		$144K Buy
+13,215
New +$134K 0.14% 161

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
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Alan B. Lancz & Associates's MDU Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 13,215 shares — an estimated $153K sold.

Alan B. Lancz & Associates first reported a position in MDU in Q2 2022 and held it in 4 quarters. The position peaked at $155K in Q4 2022. 380 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • Alan B. Lancz & Associates reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 13,215 MDU Resources shares in Q2 2023, an estimated $153K.
  • Alan B. Lancz & Associates first reported a position in MDU Resources in Q2 2022 and held it in 4 quarters.
  • Alan B. Lancz & Associates's MDU Resources position peaked at $155K in Q4 2022.
  • 380 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.