Avior Wealth Management’s MDU Resources MDU Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-10	Closed	-$180	–	1686
2024 Q4	$180	Sell	10 -8	-44%	-$140	﹤0.01%	2378
2024 Q3	$274	Hold	18	–	–	﹤0.01%	2209
2024 Q2	$251	Hold	18	–	–	﹤0.01%	2169
2024 Q1	$252	Sell	18 -794	-98%	-$9.19K	﹤0.01%	2785
2023 Q4	$8.91K	Hold	812	–	–	﹤0.01%	1013
2023 Q3	$8.81K	Hold	812	–	–	﹤0.01%	1061
2023 Q2	$9.42K	Sell	812 -371	-31%	-$4.17K	﹤0.01%	1038
2023 Q1	$13.7K	Hold	1,183	–	–	﹤0.01%	1004
2022 Q4	$13.7K	Hold	1,183	–	–	﹤0.01%	808
2022 Q3	$12K	Hold	1,183	–	–	﹤0.01%	828
2022 Q2	$12K	Hold	1,183	–	–	﹤0.01%	747
2022 Q1	$11K	Hold	1,183	–	–	﹤0.01%	819
2021 Q4	$13K	Sell	1,183 -1,184	-50%	-$13.4K	﹤0.01%	775
2021 Q3	$26K	Buy	+2,367	New	+$28.3K	﹤0.01%	624

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return