ALPS Advisors’s MDU Resources MDU Stock Holding History

ALPS 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
2023 Q1	–	Sell	-198,430	Closed	-$2.29M	–	1089
2022 Q4	$2.29M	Sell	198,430 -43,380	-18%	-$487K	0.02%	275
2022 Q3	$2.52M	Sell	241,810 -86,852	-26%	-$959K	0.02%	261
2022 Q2	$3.37M	Buy	328,662 +72,685	+28%	+$739K	0.03%	221
2022 Q1	$2.59M	Sell	255,977 -34,636	-12%	-$367K	0.03%	178
2021 Q4	$3.41M	Buy	+290,613	New	+$3.28M	0.04%	178

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ALPS Advisors's MDU Position: Q1 2023 in Review

ALPS Advisors sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 198,430 shares — an estimated $2.29M sold.

ALPS Advisors first reported a position in MDU in Q4 2021 and held it in 5 quarters. The position peaked at $3.41M in Q4 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

ALPS Advisors reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
ALPS Advisors sold 198,430 MDU Resources shares in Q1 2023, an estimated $2.29M.
ALPS Advisors first reported a position in MDU Resources in Q4 2021 and held it in 5 quarters.
ALPS Advisors's MDU Resources position peaked at $3.41M in Q4 2021.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.