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Heritage Financial Services’s MDU Resources MDU Stock Holding History

Heritage Financial 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
Q3 		– Sell
-6,509
Closed -$66K – 304
2022
Q2 		$66K Buy
+6,509
New +$66.2K 0.04% 142

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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

Heritage Financial Services's MDU Position: Q3 2022 in Review

Heritage Financial Services sold out of MDU Resources (MDU) in Q3 2022, closing a stake of 6,509 shares — an estimated $66K sold.

Heritage Financial Services first reported a position in MDU in Q2 2022 and held it in 1 quarter. The position peaked at $66K in Q2 2022. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

  • Heritage Financial Services reported no remaining MDU Resources position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 6,509 MDU Resources shares in Q3 2022, an estimated $66K.
  • Heritage Financial Services first reported a position in MDU Resources in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's MDU Resources position peaked at $66K in Q2 2022.
  • 378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.