Glassman Wealth Services’s MDU Resources MDU Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-118	Closed	-$1K	–	1821
2021 Q4	$1K	Buy	+118	New	+$1.33K	﹤0.01%	1425
2021 Q1	–	Sell	-50	Closed	-$1K	–	1543
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	1241
2020 Q3	$0	Buy	+50	New	+$429	﹤0.01%	1425
2020 Q1	–	Sell	-47	Closed	-$1K	–	1382
2019 Q4	$1K	Hold	47	–	–	﹤0.01%	973
2019 Q3	$1K	Buy	47 +34	+262%	+$347	﹤0.01%	874
2019 Q2	$0	Buy	+13	New	+$127	﹤0.01%	1245

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Glassman Wealth Services's MDU Position: Q1 2022 in Review

Glassman Wealth Services sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 118 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in MDU in Q2 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

Glassman Wealth Services reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
Glassman Wealth Services sold 118 MDU Resources shares in Q1 2022, an estimated $1K.
Glassman Wealth Services first reported a position in MDU Resources in Q2 2019 and held it in 6 quarters.
Glassman Wealth Services's MDU Resources position peaked at $1K in Q4 2021.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Glassman Wealth Services's 13F filing for Q1 2022, filed 14 Apr 2022.