Bank of the West’s MDU Resources MDU Stock Holding History

Bank of the West’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 Q4	$226K	Buy	19,622 +77	+0.4%	+$865	0.03%	213
2022 Q3	$203K	Buy	+19,545	New	+$216K	0.03%	210
2022 Q1	–	Sell	-19,319	Closed	-$227K	–	223
2021 Q4	$227K	Sell	19,319 -3,172	-14%	-$35.8K	0.02%	215
2021 Q3	$254K	Buy	22,491 +66	+0.3%	+$790	0.03%	207
2021 Q2	$267K	Buy	22,425 +63	+0.3%	+$790	0.03%	207
2021 Q1	$269K	Buy	22,362 +79	+0.4%	+$861	0.03%	199
2020 Q4	$223K	Buy	+22,283	New	+$208K	0.03%	205
2020 Q1	–	Sell	-21,946	Closed	-$248K	–	269
2019 Q4	$248K	Buy	21,946 +68	+0.3%	+$742	0.03%	246
2019 Q3	$235K	Buy	21,878 +74	+0.3%	+$756	0.03%	247
2019 Q2	$214K	Buy	21,804 +71	+0.3%	+$691	0.03%	259
2019 Q1	$213K	Buy	+21,733	New	+$211K	0.02%	271
2018 Q4	–	Sell	-21,583	Closed	-$211K	–	295
2018 Q3	$211K	Buy	21,583 +63	+0.3%	+$674	0.02%	287
2018 Q2	$235K	Buy	21,520 +65	+0.3%	+$693	0.03%	280
2018 Q1	$230K	Buy	21,455 +66	+0.3%	+$670	0.03%	288
2017 Q4	$219K	Buy	21,389 +66	+0.3%	+$676	0.03%	276
2017 Q3	$210K	Buy	21,323 +66	+0.3%	+$659	0.03%	279
2017 Q2	$212K	Buy	21,257 +63	+0.3%	+$644	0.03%	282
2017 Q1	$221K	Buy	21,194 +60	+0.3%	+$627	0.03%	283
2016 Q4	$231K	Buy	21,134 +66	+0.3%	+$682	0.03%	280
2016 Q3	$204K	Buy	+21,068	New	+$192K	0.03%	288
2014 Q3	–	Sell	-17,647	Closed	-$236K	–	266
2014 Q2	$236K	Buy	17,647 +524	+3%	+$6.84K	0.04%	238
2014 Q1	$223K	Buy	+17,123	New	+$213K	0.04%	229

Other funds holding MDU

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

BlackRock New York $5.72T AUM 30.48% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of the West's MDU Position: Q4 2022 in Review

Bank of the West increased its MDU Resources (MDU) stake by 0.39% in Q4 2022, buying an estimated $865 and bringing the position to 19,622 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #213.

Bank of the West first reported a position in MDU in Q1 2014 and has held it in 22 quarters since. The position peaked at $269K in Q1 2021. 404 funds tracked by Wall St. Rank hold MDU as of Q4 2022.

Bank of the West held 19,622 shares of MDU Resources worth $226K as of Q4 2022.
Bank of the West bought 77 MDU Resources shares in Q4 2022, an estimated $865.
MDU Resources made up 0.03% of Bank of the West's portfolio in Q4 2022, its #213 holding.
Bank of the West first reported a position in MDU Resources in Q1 2014 and has held it in 22 quarters since.
Bank of the West's MDU Resources position peaked at $269K in Q1 2021.
404 funds tracked by Wall St. Rank held MDU Resources as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.