CoreFirst Bank & Trust’s MDU Resources MDU Stock Holding History

CoreFirst Bank & Trust’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
2025 Q4	–	Sell	-100	Closed	-$1.78K	–	329
2025 Q3	$1.78K	Hold	100	–	–	﹤0.01%	330
2025 Q2	$1.67K	Buy	+100	New	+$1.68K	﹤0.01%	338
2025 Q1	–	Sell	-100	Closed	-$1.8K	–	257
2024 Q4	$1.8K	Sell	100 -81	-45%	-$1.42K	﹤0.01%	349
2024 Q3	$2.74K	Buy	+181	New	+$2.58K	﹤0.01%	335
2024 Q2	–	Sell	-181	Closed	-$2.52K	–	268
2024 Q1	$2.52K	Hold	181	–	–	﹤0.01%	346
2023 Q4	$1.98K	Hold	181	–	–	﹤0.01%	364
2023 Q3	$1.96K	Hold	181	–	–	﹤0.01%	387
2023 Q2	$2.09K	Sell	181 -82	-31%	-$922	﹤0.01%	349
2023 Q1	$3.05K	Hold	263	–	–	﹤0.01%	348
2022 Q4	$3.03K	Hold	263	–	–	﹤0.01%	375
2022 Q3	$3K	Hold	263	–	–	﹤0.01%	372
2022 Q2	$3K	Buy	+263	New	+$2.67K	﹤0.01%	371

Other funds holding MDU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return