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American Portfolios Advisors’s MDU Resources MDU Stock Holding History

American Portfolios 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 		$31.6K Sell
3,040
-1,194
-28% -$13.2K ﹤0.01% 1964
2022
Q2 		$43.5K Hold
4,234
– – ﹤0.01% 1841
2022
Q1 		$42.9K Hold
4,234
– – ﹤0.01% 1967
2021
Q4 		$49.7K Buy
4,234
+3,224
+319% +$36.4K ﹤0.01% 1871
2021
Q3 		$11.4K Hold
1,010
– – ﹤0.01% 2517
2021
Q2 		$12K Buy
1,010
+171
+20% +$2.14K ﹤0.01% 2433
2021
Q1 		$10.1K Sell
839
-113
-12% -$1.23K ﹤0.01% 2376
2020
Q4 		$9.54K Sell
952
-1,323
-58% -$12.4K ﹤0.01% 2128
2020
Q3 		$19.5K Buy
2,275
+1,523
+203% +$13.1K ﹤0.01% 1712
2020
Q2 		$6.34K Sell
752
-2,738
-78% -$22.8K ﹤0.01% 2131
2020
Q1 		$28.5K Sell
3,490
-14,767
-81% -$155K ﹤0.01% 1395
2019
Q4 		$206K Buy
18,257
+7,325
+67% +$80K 0.01% 737
2019
Q3 		$117K Sell
10,932
-108
-1% -$1.1K 0.01% 929
2019
Q2 		$108K Buy
11,040
+394
+4% +$3.84K 0.01% 951
2019
Q1 		$105K Buy
10,646
+1,904
+22% +$18.5K 0.01% 872
2018
Q4 		$79.2K Buy
8,742
+297
+4% +$2.9K 0.01% 825
2018
Q3 		$82.5K Buy
8,445
+185
+2% +$1.98K 0.01% 916
2018
Q2 		$90.1K Buy
8,260
+234
+3% +$2.5K 0.01% 844
2018
Q1 		$85.9K Buy
8,026
+260
+3% +$2.64K 0.01% 807
2017
Q4 		$79.4K Buy
+7,766
New +$79.6K 0.01% 809

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Portfolios Advisors's MDU Position: Q3 2022 in Review

American Portfolios Advisors reduced its MDU Resources (MDU) stake by 28% in Q3 2022, selling an estimated $13.2K and leaving 3,040 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

American Portfolios Advisors first reported a position in MDU in Q4 2017 and has held it in 20 quarters since. The position peaked at $206K in Q4 2019. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

  • American Portfolios Advisors held 3,040 shares of MDU Resources worth $31.6K as of Q3 2022.
  • American Portfolios Advisors sold 1,194 MDU Resources shares in Q3 2022, an estimated $13.2K.
  • MDU Resources made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1964 holding.
  • American Portfolios Advisors first reported a position in MDU Resources in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's MDU Resources position peaked at $206K in Q4 2019.
  • 378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.