JNBA Financial Advisors’s MDU Resources MDU Stock Holding History

JNBA Financial 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
2025 Q2	–	Sell	-300	Closed	-$5.07K	–	677
2025 Q1	$5.07K	Buy	+300	New	+$5.18K	﹤0.01%	539
2023 Q4	–	Sell	-188	Closed	-$2.04K	–	735
2023 Q3	$2.04K	Hold	188	–	–	﹤0.01%	626
2023 Q2	$2.18K	Sell	188 -86	-31%	-$967	﹤0.01%	614
2023 Q1	$3.17K	Hold	274	–	–	﹤0.01%	593
2022 Q4	$3.15K	Hold	274	–	–	﹤0.01%	555
2022 Q3	$3K	Hold	274	–	–	﹤0.01%	572
2022 Q2	$3K	Hold	274	–	–	﹤0.01%	614
2022 Q1	$3K	Hold	274	–	–	﹤0.01%	601
2021 Q4	$3K	Buy	+274	New	+$3.09K	﹤0.01%	696
2018 Q4	–	Sell	-902	Closed	-$9K	–	651
2018 Q3	$9K	Buy	+902	New	+$9.65K	﹤0.01%	386
2016 Q4	–	Sell	-342	Closed	-$3K	–	977
2016 Q3	$3K	Buy	+342	New	+$3.12K	﹤0.01%	1357
2013 Q4	–	Sell	-1,446	Closed	-$15K	–	445
2013 Q3	$15K	Buy	+1,446	New	+$15.2K	0.01%	268

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

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

Barrow, Hanley, Mewhinney & Strauss

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

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

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

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

Geode Capital Management

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return