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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 $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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return