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Fieldpoint Private Securities’s MDU Resources MDU Stock Holding History

Fieldpoint Private Securities’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
2022
Q2 		$1K Sell
92
-105
-53% -$1.07K ﹤0.01% 1363
2022
Q1 		$2K Sell
197
-1,171
-86% -$12.4K ﹤0.01% 1490
2021
Q4 		$16K Buy
1,368
+658
+93% +$7.42K ﹤0.01% 942
2021
Q3 		$8K Hold
710
– – ﹤0.01% 1117
2021
Q2 		$9K Hold
710
– – ﹤0.01% 1060
2021
Q1 		$9K Sell
710
-66
-9% -$719 ﹤0.01% 1031
2020
Q4 		$8K Buy
+776
New +$7.25K ﹤0.01% 990

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fieldpoint Private Securities's MDU Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its MDU Resources (MDU) stake by 53% in Q2 2022, selling an estimated $1.07K and leaving 92 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Fieldpoint Private Securities first reported a position in MDU in Q4 2020 and has held it in 7 quarters since. The position peaked at $16K in Q4 2021. 392 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

  • Fieldpoint Private Securities held 92 shares of MDU Resources worth $1K as of Q2 2022.
  • Fieldpoint Private Securities sold 105 MDU Resources shares in Q2 2022, an estimated $1.07K.
  • MDU Resources made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1363 holding.
  • Fieldpoint Private Securities first reported a position in MDU Resources in Q4 2020 and has held it in 7 quarters since.
  • Fieldpoint Private Securities's MDU Resources position peaked at $16K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.