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Herold Advisors’s MDU Resources MDU Stock Holding History

Herold Advisors’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
Q2 		– Sell
-5,260
Closed -$53.3K – 468
2022
Q1 		$53.3K Buy
+5,260
New +$55.7K 0.02% 371
2021
Q4 		– Sell
-6,838
Closed -$77K – 456
2021
Q3 		$77K Buy
+6,838
New +$81.9K 0.03% 312

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Herold Advisors's MDU Position: Q2 2022 in Review

Herold Advisors sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 5,260 shares — an estimated $53.3K sold.

Herold Advisors first reported a position in MDU in Q3 2021 and held it in 2 quarters. The position peaked at $77K in Q3 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

  • Herold Advisors reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 5,260 MDU Resources shares in Q2 2022, an estimated $53.3K.
  • Herold Advisors first reported a position in MDU Resources in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's MDU Resources position peaked at $77K in Q3 2021.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.