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FORA Capital’s MDU Resources MDU Stock Holding History

FORA Capital’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
Q4 		– Sell
-34,980
Closed -$364K – 591
2022
Q3 		$364K Buy
34,980
+13,880
+66% +$153K 0.07% 296
2022
Q2 		$217K Buy
+21,100
New +$214K 0.04% 391
2021
Q4 		– Sell
-19,096
Closed -$215K – 396
2021
Q3 		$215K Buy
+19,096
New +$229K 0.05% 325
2020
Q3 		– Sell
-9,005
Closed -$76K – 855
2020
Q2 		$76K Buy
+9,005
New +$74.8K 0.03% 562
2020
Q1 		– Sell
-43,782
Closed -$495K – 1213
2019
Q4 		$495K Buy
+43,782
New +$478K 0.05% 396

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return