Ethic Inc’s MDU Resources MDU Stock Holding History

Ethic Inc’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 Q3	–	Sell	-32,521	Closed	-$377K	–	1041
2023 Q2	$377K	Sell	32,521 -20,024	-38%	-$225K	0.01%	731
2023 Q1	$609K	Sell	52,545 -981	-2%	-$11.4K	0.02%	597
2022 Q4	$618K	Buy	+53,526	New	+$601K	0.03%	504

Other funds holding MDU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ethic Inc's MDU Position: Q3 2023 in Review

Ethic Inc sold out of MDU Resources (MDU) in Q3 2023, closing a stake of 32,521 shares — an estimated $377K sold.

Ethic Inc first reported a position in MDU in Q4 2022 and held it in 3 quarters. The position peaked at $618K in Q4 2022. 376 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

Ethic Inc reported no remaining MDU Resources position as of Q3 2023 after selling out during the quarter.
Ethic Inc sold 32,521 MDU Resources shares in Q3 2023, an estimated $377K.
Ethic Inc first reported a position in MDU Resources in Q4 2022 and held it in 3 quarters.
Ethic Inc's MDU Resources position peaked at $618K in Q4 2022.
376 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on Ethic Inc's 13F filing for Q3 2023, filed 14 Nov 2023.