BerganKDV Wealth Management’s MDU Resources MDU Stock Holding History

BerganKDV 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
2023 Q2	$56.6K	Sell	4,881 -2,230	-31%	-$25.1K	0.01%	362
2023 Q1	$82.4K	Sell	7,111 -526	-7%	-$6.11K	0.01%	331
2022 Q4	$88.1K	Sell	7,637 -1,326	-15%	-$14.9K	0.01%	326
2022 Q3	$93K	Hold	8,963	–	–	0.01%	299
2022 Q2	$92K	Hold	8,963	–	–	0.01%	308
2022 Q1	$91K	Hold	8,963	–	–	0.01%	316
2021 Q4	$105K	Hold	8,963	–	–	0.01%	327
2021 Q3	$101K	Hold	8,963	–	–	0.01%	320
2021 Q2	$107K	Hold	8,963	–	–	0.01%	304
2021 Q1	$108K	Buy	8,963 +11	+0.1%	+$120	0.01%	286
2020 Q4	$90K	Hold	8,952	–	–	0.01%	285
2020 Q3	$77K	Hold	8,952	–	–	0.01%	292
2020 Q2	$76K	Hold	8,952	–	–	0.01%	304
2020 Q1	$73K	Buy	8,952 +526	+6%	+$5.54K	0.02%	278
2019 Q4	$95K	Hold	8,426	–	–	0.02%	279
2019 Q3	$90K	Hold	8,426	–	–	0.02%	269
2019 Q2	$83K	Hold	8,426	–	–	0.02%	282
2019 Q1	$83K	Hold	8,426	–	–	0.02%	294
2018 Q4	$76K	Hold	8,426	–	–	0.02%	262
2018 Q3	$82K	Hold	8,426	–	–	0.02%	269
2018 Q2	$92K	Buy	+8,426	New	+$89.9K	0.02%	257
2016 Q3	–	Sell	-83,494	Closed	-$762K	–	154
2016 Q2	$762K	Buy	83,494 +16,085	+24%	+$131K	0.33%	66
2016 Q1	$499K	Buy	+67,409	New	+$454K	0.3%	86

Other funds holding MDU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BerganKDV Wealth Management's MDU Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its MDU Resources (MDU) stake by 31% in Q2 2023, selling an estimated $25.1K and leaving 4,881 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #362.

BerganKDV Wealth Management first reported a position in MDU in Q1 2016 and has held it in 23 quarters since. The position peaked at $762K in Q2 2016. 380 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

BerganKDV Wealth Management held 4,881 shares of MDU Resources worth $56.6K as of Q2 2023.
BerganKDV Wealth Management sold 2,230 MDU Resources shares in Q2 2023, an estimated $25.1K.
MDU Resources made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #362 holding.
BerganKDV Wealth Management first reported a position in MDU Resources in Q1 2016 and has held it in 23 quarters since.
BerganKDV Wealth Management's MDU Resources position peaked at $762K in Q2 2016.
380 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.