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AUA Capital Management’s MDU Resources MDU Stock Holding History

AUA Capital Management’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
Q2 		– Sell
-50
Closed -$1K – 372
2022
Q1 		$1K Sell
50
-163
-77% -$1.73K ﹤0.01% 346
2021
Q4 		$2K Sell
213
-126
-37% -$1.42K ﹤0.01% 289
2021
Q3 		$4K Sell
339
-103
-23% -$1.23K ﹤0.01% 209
2021
Q2 		$5K Sell
442
-173
-28% -$2.17K ﹤0.01% 196
2021
Q1 		$7K Buy
615
+152
+33% +$1.66K ﹤0.01% 180
2020
Q4 		$5K Buy
463
+82
+22% +$766 ﹤0.01% 191
2020
Q3 		$3K Buy
+381
New +$3.27K ﹤0.01% 215

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

AUA Capital Management's MDU Position: Q2 2022 in Review

AUA Capital Management sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 50 shares — an estimated $1K sold.

AUA Capital Management first reported a position in MDU in Q3 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

  • AUA Capital Management reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
  • AUA Capital Management sold 50 MDU Resources shares in Q2 2022, an estimated $1K.
  • AUA Capital Management first reported a position in MDU Resources in Q3 2020 and held it in 7 quarters.
  • AUA Capital Management's MDU Resources position peaked at $7K in Q1 2021.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on AUA Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.