Harbour Investments’s MDU Resources MDU Stock Holding History

Harbour Investments’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
2026 Q1	$6.44K	Buy	311 +300	+2,727%	+$6.14K	﹤0.01%	3483
2025 Q4	$215	Buy	+11	New	+$217	﹤0.01%	3672
2023 Q2	–	Sell	-484	Closed	-$5.62K	–	3089
2023 Q1	$5.62K	Sell	484 -116	-19%	-$1.35K	﹤0.01%	2232
2022 Q4	$6.92K	Buy	600 +195	+48%	+$2.19K	﹤0.01%	2109
2022 Q3	$4K	Hold	405	–	–	﹤0.01%	2249
2022 Q2	$4K	Buy	+405	New	+$4.12K	﹤0.01%	2249
2021 Q4	$5K	Sell	400 -321	-45%	-$3.62K	﹤0.01%	2178
2021 Q3	$8K	Buy	721 +3	+0.4%	+$36	﹤0.01%	2775
2021 Q2	$9K	Buy	718 +3	+0.4%	+$38	﹤0.01%	2798
2021 Q1	$9K	Buy	+715	New	+$7.79K	﹤0.01%	2667

Other funds holding MDU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return