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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Duality Advisers's MDU Position: Q1 2023 in Review

Duality Advisers sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 111,186 shares — an estimated $1.28M sold.

Duality Advisers first reported a position in MDU in Q1 2021 and held it in 7 quarters. The position peaked at $3.21M in Q1 2022. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

Duality Advisers reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
Duality Advisers sold 111,186 MDU Resources shares in Q1 2023, an estimated $1.28M.
Duality Advisers first reported a position in MDU Resources in Q1 2021 and held it in 7 quarters.
Duality Advisers's MDU Resources position peaked at $3.21M in Q1 2022.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on Duality Advisers's 13F filing for Q1 2023, filed 27 Jun 2023.