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Duality Advisers’s MDU Resources MDU Stock Holding History

Duality Advisers’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
Q1 		– Sell
-111,186
Closed -$1.28M – 688
2022
Q4 		$1.28M Buy
+111,186
New +$1.25M 0.15% 253
2022
Q3 		– Sell
-139,939
Closed -$1.44M – 659
2022
Q2 		$1.44M Sell
139,939
-177,359
-56% -$1.8M 0.14% 273
2022
Q1 		$3.21M Buy
317,298
+241,626
+319% +$2.56M 0.35% 70
2021
Q4 		$887K Sell
75,672
-168,053
-69% -$1.9M 0.1% 317
2021
Q3 		$2.75M Buy
243,725
+35,236
+17% +$422K 0.21% 194
2021
Q2 		$2.48M Buy
208,489
+188,565
+946% +$2.36M 0.22% 157
2021
Q1 		$239K Buy
+19,924
New +$217K 0.02% 498

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return