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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Focus Financial Network's MDU Position: Q2 2023 in Review

Focus Financial Network sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 22,806 shares — an estimated $266K sold.

Focus Financial Network first reported a position in MDU in Q1 2019 and held it in 12 quarters. The position peaked at $266K in Q1 2023. 380 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

Focus Financial Network reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
Focus Financial Network sold 22,806 MDU Resources shares in Q2 2023, an estimated $266K.
Focus Financial Network first reported a position in MDU Resources in Q1 2019 and held it in 12 quarters.
Focus Financial Network's MDU Resources position peaked at $266K in Q1 2023.
380 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Focus Financial Network's 13F filing for Q2 2023, filed 23 Jul 2024.