Bruderman Asset Management’s MDU Resources MDU Stock Holding History

Bruderman 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
2022 Q1	–	Sell	-18,165	Closed	-$213K	–	83
2021 Q4	$213K	Sell	18,165 -9,404	-34%	-$106K	0.16%	100
2021 Q3	$311K	Buy	27,569 +10,122	+58%	+$121K	0.08%	101
2021 Q2	$208K	Buy	+17,447	New	+$219K	0.06%	85
2019 Q2	–	Sell	-13,452	Closed	-$132K	–	378
2019 Q1	$132K	Buy	13,452 +1,047	+8%	+$10.2K	0.03%	156
2018 Q4	$112K	Sell	12,405 -1,107	-8%	-$10.8K	0.03%	159
2018 Q3	$132K	Sell	13,512 -511	-4%	-$5.47K	0.03%	129
2018 Q2	$153K	Buy	14,023 +11,064	+374%	+$118K	0.04%	127
2018 Q1	$32K	Buy	+2,959	New	+$30K	0.01%	241
2017 Q3	–	Sell	-2,959	Closed	-$29K	–	241
2017 Q2	$29K	Buy	+2,959	New	+$30.3K	0.01%	255
2017 Q1	–	Sell	-2,959	Closed	-$32K	–	241
2016 Q4	$32K	Hold	2,959	–	–	0.01%	249
2016 Q3	$29K	Hold	2,959	–	–	0.01%	258
2016 Q2	$27K	Hold	2,959	–	–	0.01%	244
2016 Q1	$22K	Hold	2,959	–	–	0.01%	261
2015 Q4	$21K	Hold	2,959	–	–	0.01%	280
2015 Q3	$19K	Hold	2,959	–	–	0.01%	283
2015 Q2	$22K	Hold	2,959	–	–	0.01%	293
2015 Q1	$24K	Buy	+2,959	New	+$25.1K	0.01%	281

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Norges Bank Oslo, Norway $935B AUM

Bruderman Asset Management's MDU Position: Q1 2022 in Review

Bruderman Asset Management sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 18,165 shares — an estimated $213K sold.

Bruderman Asset Management first reported a position in MDU in Q1 2015 and held it in 17 quarters. The position peaked at $311K in Q3 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

Bruderman Asset Management reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 18,165 MDU Resources shares in Q1 2022, an estimated $213K.
Bruderman Asset Management first reported a position in MDU Resources in Q1 2015 and held it in 17 quarters.
Bruderman Asset Management's MDU Resources position peaked at $311K in Q3 2021.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.