Barrett Asset Management’s MDU Resources MDU Stock Holding History

Barrett Asset 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
2020 Q1	–	Sell	-1,446	Closed	-$16K	–	361
2019 Q4	$16K	Buy	+1,446	New	+$15.8K	﹤0.01%	312

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Barrett Asset Management's MDU Position: Q1 2020 in Review

Barrett Asset Management sold out of MDU Resources (MDU) in Q1 2020, closing a stake of 1,446 shares — an estimated $16K sold.

Barrett Asset Management first reported a position in MDU in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 353 funds tracked by Wall St. Rank hold MDU as of Q1 2020.

Barrett Asset Management reported no remaining MDU Resources position as of Q1 2020 after selling out during the quarter.
Barrett Asset Management sold 1,446 MDU Resources shares in Q1 2020, an estimated $16K.
Barrett Asset Management first reported a position in MDU Resources in Q4 2019 and held it in 1 quarter.
Barrett Asset Management's MDU Resources position peaked at $16K in Q4 2019.
353 funds tracked by Wall St. Rank held MDU Resources as of Q1 2020.

Based on Barrett Asset Management's 13F filing for Q1 2020, filed 20 Apr 2020.