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Great Valley Advisor Group’s MDU Resources MDU Stock Holding History

Great Valley Advisor Group’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
Q3 		– Sell
-78,344
Closed -$804K – 699
2022
Q2 		$804K Buy
+78,344
New +$796K 0.04% 340

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Great Valley Advisor Group's MDU Position: Q3 2022 in Review

Great Valley Advisor Group sold out of MDU Resources (MDU) in Q3 2022, closing a stake of 78,344 shares — an estimated $804K sold.

Great Valley Advisor Group first reported a position in MDU in Q2 2022 and held it in 1 quarter. The position peaked at $804K in Q2 2022. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

  • Great Valley Advisor Group reported no remaining MDU Resources position as of Q3 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 78,344 MDU Resources shares in Q3 2022, an estimated $804K.
  • Great Valley Advisor Group first reported a position in MDU Resources in Q2 2022 and held it in 1 quarter.
  • Great Valley Advisor Group's MDU Resources position peaked at $804K in Q2 2022.
  • 378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on Great Valley Advisor Group's 13F filing for Q3 2022, filed 21 Oct 2022.