Caprock Group’s MDU Resources MDU Stock Holding History

Caprock Group’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	–	Sell	-74,470	Closed	-$869K	–	678
2023 Q1	$869K	Buy	+74,470	New	+$865K	0.07%	226

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Caprock Group's MDU Position: Q2 2023 in Review

Caprock Group sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 74,470 shares — an estimated $869K sold.

Caprock Group first reported a position in MDU in Q1 2023 and held it in 1 quarter. The position peaked at $869K in Q1 2023. 379 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

Caprock Group reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
Caprock Group sold 74,470 MDU Resources shares in Q2 2023, an estimated $869K.
Caprock Group first reported a position in MDU Resources in Q1 2023 and held it in 1 quarter.
Caprock Group's MDU Resources position peaked at $869K in Q1 2023.
379 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Caprock Group's 13F filing for Q2 2023, filed 10 Aug 2023.