Covestor’s MDU Resources MDU Stock Holding History

Covestor’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
2026 Q1	$14K	Sell	672 -137	-17%	-$2.81K	0.01%	1264
2025 Q4	$16K	Sell	809 -1,976	-71%	-$38.9K	0.01%	1373
2025 Q3	$49K	Sell	2,785 -2,140	-43%	-$35.7K	0.03%	916
2025 Q2	$82K	Sell	4,925 -1,958	-28%	-$32.9K	0.05%	666
2025 Q1	$117K	Buy	6,883 +3,955	+135%	+$68.3K	0.08%	388
2024 Q4	$53K	Sell	2,928 -4,272	-59%	-$74.9K	0.03%	834
2024 Q3	$109K	Buy	7,200 +355	+5%	+$5.05K	0.07%	473
2024 Q2	$95K	Sell	6,845 -6,211	-48%	-$85.8K	0.06%	524
2024 Q1	$182K	Sell	13,056 -7,485	-36%	-$86.6K	0.12%	197
2023 Q4	$225K	Sell	20,541 -457	-2%	-$4.82K	0.15%	103
2023 Q3	$228K	Buy	20,998 +1,083	+5%	+$12.5K	0.17%	80
2023 Q2	$231K	Buy	19,915 +9,777	+96%	+$110K	0.18%	83
2023 Q1	$118K	Buy	10,138 +2,101	+26%	+$24.4K	0.1%	293
2022 Q4	$93K	Sell	8,037 -5,646	-41%	-$63.4K	0.08%	424
2022 Q3	$142K	Sell	13,683 -9,694	-41%	-$107K	0.13%	184
2022 Q2	$240K	Buy	23,377 +7,500	+47%	+$76.2K	0.2%	81
2022 Q1	$161K	Buy	15,877 +7,956	+100%	+$84.2K	0.11%	243
2021 Q4	$93K	Buy	+7,921	New	+$89.3K	0.13%	197

Other funds holding MDU

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

Barrow, Hanley, Mewhinney & Strauss

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return