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Barry Investment Advisors’s MDU Resources MDU Stock Holding History

Barry Investment 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
2023
Q1 		– Sell
-598,028
Closed -$6.95M – 114
2022
Q4 		$6.95M Sell
598,028
-49,005
-8% -$551K 2.19% 21
2022
Q3 		$6.78M Sell
647,033
-8,166
-1% -$90.2K 2.32% 16
2022
Q2 		$6.78M Sell
655,199
-26,746
-4% -$272K 2.03% 20
2022
Q1 		$6.97M Sell
681,945
-1,439
-0.2% -$15.2K 1.85% 21
2021
Q4 		$8.07M Sell
683,384
-33,026
-5% -$372K 2.13% 20
2021
Q3 		$8.14M Sell
716,410
-4,144
-0.6% -$49.6K 2.25% 15
2021
Q2 		$8.64M Sell
720,554
-1,029
-0.1% -$12.9K 2.31% 15
2021
Q1 		$8.67M Buy
+721,583
New +$7.86M 2.39% 13

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Barry Investment Advisors's MDU Position: Q1 2023 in Review

Barry Investment Advisors sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 598,028 shares — an estimated $6.95M sold.

Barry Investment Advisors first reported a position in MDU in Q1 2021 and held it in 8 quarters. The position peaked at $8.67M in Q1 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

  • Barry Investment Advisors reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
  • Barry Investment Advisors sold 598,028 MDU Resources shares in Q1 2023, an estimated $6.95M.
  • Barry Investment Advisors first reported a position in MDU Resources in Q1 2021 and held it in 8 quarters.
  • Barry Investment Advisors's MDU Resources position peaked at $8.67M in Q1 2021.
  • 411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on Barry Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.