FFN
MDU icon

Focus Financial Network’s MDU Resources MDU Stock Holding History

Focus Financial Network’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
-22,806
Closed -$266K – 601
2023
Q1 		$266K Buy
22,806
+1,357
+6% +$15.8K 0.02% 475
2022
Q4 		$249K Buy
21,449
+52
+0.2% +$584 0.02% 404
2022
Q3 		$224K Buy
21,397
+321
+2% +$3.54K 0.02% 435
2022
Q2 		$218K Buy
21,076
+45
+0.2% +$457 0.02% 453
2022
Q1 		$215K Buy
+21,031
New +$223K 0.02% 484
2021
Q1 		– Sell
-23,466
Closed -$237K – 469
2020
Q4 		$237K Sell
23,466
-5,126
-18% -$47.9K 0.02% 393
2020
Q3 		$247K Buy
28,592
+55
+0.2% +$472 0.02% 380
2020
Q2 		$243K Buy
+28,537
New +$237K 0.03% 343
2020
Q1 		– Sell
-22,564
Closed -$257K – 403
2019
Q4 		$257K Hold
22,564
– – 0.03% 345
2019
Q3 		$244K Hold
22,564
– – 0.03% 337
2019
Q2 		$223K Hold
22,564
– – 0.03% 337
2019
Q1 		$223K Buy
+22,564
New +$219K 0.04% 331

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