First Interstate Bank’s MDU Resources MDU Stock Holding History

First Interstate Bank’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
2024 Q1	–	Sell	-41,690	Closed	-$457K	–	173
2023 Q4	$457K	Hold	41,690	–	–	0.03%	115
2023 Q3	$452K	Buy	41,690 +361	+0.9%	+$4.16K	0.04%	112
2023 Q2	$479K	Sell	41,329 -18,887	-31%	-$212K	0.04%	113
2023 Q1	$698K	Hold	60,216	–	–	0.05%	103
2022 Q4	$695K	Sell	60,216 -12,679	-17%	-$142K	0.05%	102
2022 Q3	$758K	Buy	72,895 +14,467	+25%	+$160K	0.06%	94
2022 Q2	$600K	Sell	58,428 -539	-0.9%	-$5.48K	0.05%	107
2022 Q1	$597K	Sell	58,967 -645	-1%	-$6.83K	0.06%	82
2021 Q4	$699K	Sell	59,612 -263	-0.4%	-$2.97K	0.07%	70
2021 Q3	$675K	Buy	59,875 +263	+0.4%	+$3.15K	0.07%	70
2021 Q2	$710K	Buy	+59,612	New	+$747K	0.07%	68
2020 Q4	$597K	Hold	59,612	–	–	0.08%	62
2020 Q3	$510K	Sell	59,612 -10,664	-15%	-$91.5K	0.08%	69
2020 Q2	$592K	Buy	70,276 +1,775	+3%	+$14.8K	0.08%	96
2020 Q1	$560K	Hold	68,501	–	–	0.14%	88
2019 Q4	$774K	Sell	68,501 -92,046	-57%	-$1M	0.17%	78
2019 Q3	$1.72M	Buy	160,547 +5,865	+4%	+$59.9K	0.4%	55
2019 Q2	$1.52M	Sell	154,682 -2,709	-2%	-$26.4K	0.34%	57
2019 Q1	$1.55M	Sell	157,391 -3,721	-2%	-$36.1K	0.34%	56
2018 Q4	$1.46M	Sell	161,112 -2,425	-1%	-$23.7K	0.36%	55
2018 Q3	$1.6M	Sell	163,537 -6,280	-4%	-$67.2K	0.34%	55
2018 Q2	$1.85M	Sell	169,817 -5,496	-3%	-$58.6K	0.41%	48
2018 Q1	$1.88M	Hold	175,313	–	–	0.42%	46
2017 Q4	$1.79M	Sell	175,313 -1,868	-1%	-$19.1K	0.38%	48
2017 Q3	$1.75M	Sell	177,181 -1,567	-0.9%	-$15.6K	0.38%	50
2017 Q2	$1.78M	Sell	178,748 -3,156	-2%	-$32.3K	0.37%	55
2017 Q1	$1.89M	Buy	181,904 +3,671	+2%	+$38.4K	0.39%	57
2016 Q4	$1.95M	Sell	178,233 -2,892	-2%	-$29.9K	0.38%	56
2016 Q3	$1.75M	Sell	181,125 -3,619	-2%	-$33K	0.36%	57
2016 Q2	$1.69M	Hold	184,744	–	–	0.35%	61
2016 Q1	$1.37M	Hold	184,744	–	–	0.29%	61
2015 Q4	$1.29M	Sell	184,744 -25,642	-12%	-$178K	0.27%	65
2015 Q3	$1.38M	Buy	210,386 +15,306	+8%	+$104K	0.29%	57
2015 Q2	$1.45M	Sell	195,080 -2,722	-1%	-$21.9K	0.22%	58
2015 Q1	$1.6M	Sell	197,802 -2,348	-1%	-$19.9K	0.25%	58
2014 Q4	$1.79M	Sell	200,150 -2,462	-1%	-$23.8K	0.29%	54
2014 Q3	$2.14M	Buy	202,612 +1,184	+0.6%	+$14.1K	0.46%	51
2014 Q2	$2.69M	Hold	201,428	–	–	0.55%	51
2014 Q1	$2.63M	Buy	201,428 +30,570	+18%	+$380K	0.58%	55
2013 Q4	$1.99M	Sell	170,858 -5,352	-3%	-$60.3K	0.48%	53
2013 Q3	$1.87M	Sell	176,210 -6,041	-3%	-$63.7K	0.5%	53
2013 Q2	$1.79M	Buy	+182,251	New	+$1.75M	0.56%	50

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

First Interstate Bank's MDU Position: Q1 2024 in Review

First Interstate Bank sold out of MDU Resources (MDU) in Q1 2024, closing a stake of 41,690 shares — an estimated $457K sold.

First Interstate Bank first reported a position in MDU in Q2 2013 and held it in 42 quarters. The position peaked at $2.69M in Q2 2014. 392 funds tracked by Wall St. Rank hold MDU as of Q1 2024.

First Interstate Bank reported no remaining MDU Resources position as of Q1 2024 after selling out during the quarter.
First Interstate Bank sold 41,690 MDU Resources shares in Q1 2024, an estimated $457K.
First Interstate Bank first reported a position in MDU Resources in Q2 2013 and held it in 42 quarters.
First Interstate Bank's MDU Resources position peaked at $2.69M in Q2 2014.
392 funds tracked by Wall St. Rank held MDU Resources as of Q1 2024.

Based on First Interstate Bank's 13F filing for Q1 2024, filed 1 May 2024.