Column Capital Advisors’s MDU Resources MDU Stock Holding History

Column Capital 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 Q3	$19.8K	Hold	1,827	–	–	﹤0.01%	434
2023 Q2	$21.2K	Sell	1,827 -834	-31%	-$9.38K	﹤0.01%	430
2023 Q1	$30.8K	Hold	2,661	–	–	﹤0.01%	383
2022 Q4	$30.7K	Hold	2,661	–	–	0.01%	361
2022 Q3	$28K	Hold	2,661	–	–	0.01%	345
2022 Q2	$27K	Hold	2,661	–	–	0.01%	354
2022 Q1	$27K	Hold	2,661	–	–	﹤0.01%	369
2021 Q4	$31K	Hold	2,661	–	–	0.01%	369
2021 Q3	$30K	Hold	2,661	–	–	0.01%	344
2021 Q2	$32K	Hold	2,661	–	–	0.01%	329
2021 Q1	$32K	Hold	2,661	–	–	0.01%	328
2020 Q4	$27K	Hold	2,661	–	–	0.01%	354
2020 Q3	$23K	Hold	2,661	–	–	0.01%	347
2020 Q2	$22K	Hold	2,661	–	–	0.01%	362
2020 Q1	$22K	Hold	2,661	–	–	0.01%	297
2019 Q4	$30K	Buy	+2,661	New	+$29.1K	0.02%	303

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Column Capital Advisors's MDU Position: Q3 2023 in Review

Column Capital Advisors held its MDU Resources (MDU) position steady in Q3 2023 at 1,827 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Column Capital Advisors first reported a position in MDU in Q4 2019 and has held it in 16 quarters since. The position peaked at $32K in Q2 2021. 377 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

Column Capital Advisors held 1,827 shares of MDU Resources worth $19.8K as of Q3 2023.
Column Capital Advisors left its MDU Resources share count unchanged in Q3 2023.
MDU Resources made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #434 holding.
Column Capital Advisors first reported a position in MDU Resources in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's MDU Resources position peaked at $32K in Q2 2021.
377 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.