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Dumont & Blake Investment Advisors’s MDU Resources MDU Stock Holding History

Dumont & Blake Investment 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
Q2 		– Sell
-18,983
Closed -$220K – 193
2023
Q1 		$220K Hold
18,983
– – 0.07% 177
2022
Q4 		$219K Buy
+18,983
New +$213K 0.08% 176

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
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Dumont & Blake Investment Advisors's MDU Position: Q2 2023 in Review

Dumont & Blake Investment Advisors sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 18,983 shares — an estimated $220K sold.

Dumont & Blake Investment Advisors first reported a position in MDU in Q4 2022 and held it in 2 quarters. The position peaked at $220K in Q1 2023. 379 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • Dumont & Blake Investment Advisors reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 18,983 MDU Resources shares in Q2 2023, an estimated $220K.
  • Dumont & Blake Investment Advisors first reported a position in MDU Resources in Q4 2022 and held it in 2 quarters.
  • Dumont & Blake Investment Advisors's MDU Resources position peaked at $220K in Q1 2023.
  • 379 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.