Institutional & Family Asset Management’s MDU Resources MDU Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$10.8K	Buy	776 +3	+0.4%	+$41	﹤0.01%	408
2024 Q1	$10.8K	Buy	773 +6	+0.8%	+$69	﹤0.01%	399
2023 Q4	$8.41K	Buy	+767	New	+$8.1K	﹤0.01%	413
2022 Q2	–	Sell	-4,437	Closed	-$45K	–	760
2022 Q1	$45K	Hold	4,437	–	–	0.01%	263
2021 Q4	$52K	Hold	4,437	–	–	0.01%	264
2021 Q3	$50K	Hold	4,437	–	–	0.01%	323
2021 Q2	$53K	Hold	4,437	–	–	0.01%	328
2021 Q1	$53K	Hold	4,437	–	–	0.01%	348
2020 Q4	$44K	Hold	4,437	–	–	0.01%	340
2020 Q3	$38K	Hold	4,437	–	–	0.01%	319
2020 Q2	$37K	Hold	4,437	–	–	0.01%	331
2020 Q1	$36K	Hold	4,437	–	–	0.01%	302
2019 Q4	$50K	Hold	4,437	–	–	0.01%	314
2019 Q3	$48K	Hold	4,437	–	–	0.01%	295
2019 Q2	$44K	Hold	4,437	–	–	0.01%	325
2019 Q1	$44K	Hold	4,437	–	–	0.01%	338
2018 Q4	$40K	Hold	4,437	–	–	0.01%	344
2018 Q3	$43K	Hold	4,437	–	–	0.01%	362
2018 Q2	$48K	Hold	4,437	–	–	0.01%	352
2018 Q1	$48K	Buy	+4,437	New	+$45K	0.01%	329

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's MDU Position: Q2 2024 in Review

Institutional & Family Asset Management increased its MDU Resources (MDU) stake by 0.39% in Q2 2024, buying an estimated $41 and bringing the position to 776 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Institutional & Family Asset Management first reported a position in MDU in Q1 2018 and has held it in 20 quarters since. The position peaked at $53K in Q2 2021. 384 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

Institutional & Family Asset Management held 776 shares of MDU Resources worth $10.8K as of Q2 2024.
Institutional & Family Asset Management bought 3 MDU Resources shares in Q2 2024, an estimated $41.
MDU Resources made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #408 holding.
Institutional & Family Asset Management first reported a position in MDU Resources in Q1 2018 and has held it in 20 quarters since.
Institutional & Family Asset Management's MDU Resources position peaked at $53K in Q2 2021.
384 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.