CFO4Life Group’s MDU Resources MDU Stock Holding History

CFO4Life 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
2021 Q4	–	Sell	-55,306	Closed	-$624K	–	162
2021 Q3	$624K	Buy	55,306 +3,808	+7%	+$45.6K	0.15%	75
2021 Q2	$614K	Buy	51,498 +2,332	+5%	+$29.2K	0.14%	75
2021 Q1	$591K	Buy	+49,166	New	+$536K	0.15%	75

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CFO4Life Group's MDU Position: Q4 2021 in Review

CFO4Life Group sold out of MDU Resources (MDU) in Q4 2021, closing a stake of 55,306 shares — an estimated $624K sold.

CFO4Life Group first reported a position in MDU in Q1 2021 and held it in 3 quarters. The position peaked at $624K in Q3 2021. 405 funds tracked by Wall St. Rank hold MDU as of Q4 2021.

CFO4Life Group reported no remaining MDU Resources position as of Q4 2021 after selling out during the quarter.
CFO4Life Group sold 55,306 MDU Resources shares in Q4 2021, an estimated $624K.
CFO4Life Group first reported a position in MDU Resources in Q1 2021 and held it in 3 quarters.
CFO4Life Group's MDU Resources position peaked at $624K in Q3 2021.
405 funds tracked by Wall St. Rank held MDU Resources as of Q4 2021.

Based on CFO4Life Group's 13F filing for Q4 2021, filed 10 Feb 2022.