Koshinski Asset Management

Koshinski Asset Management’s MDU Resources MDU Stock Holding History

Koshinski 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
2025 Q4	–	Sell	-11,098	Closed	-$198K	–	740
2025 Q3	$198K	Buy	11,098 +560	+5%	+$9.35K	0.01%	698
2025 Q2	$176K	Buy	10,538 +314	+3%	+$5.28K	0.01%	670
2025 Q1	$173K	Buy	+10,224	New	+$177K	0.01%	611
2024 Q4	–	Sell	-17,400	Closed	-$264K	–	653
2024 Q3	$264K	Sell	17,400 -90	-0.5%	-$1.28K	0.02%	521
2024 Q2	$238K	Sell	17,490 -361	-2%	-$4.99K	0.02%	520
2024 Q1	$249K	Buy	+17,851	New	+$207K	0.03%	475
2023 Q2	–	Sell	-25,465	Closed	-$295K	–	641
2023 Q1	$295K	Hold	25,465	–	–	0.03%	426
2022 Q4	$294K	Hold	25,465	–	–	0.03%	462
2022 Q3	$265K	Sell	25,465 -79	-0.3%	-$872	0.03%	438
2022 Q2	$262K	Buy	25,544 +24,426	+2,185%	+$248K	0.03%	490
2022 Q1	$11.3K	Hold	1,118	–	–	﹤0.01%	1576
2021 Q4	$13.1K	Hold	1,118	–	–	﹤0.01%	1556
2021 Q3	$12.6K	Buy	+1,118	New	+$13.4K	﹤0.01%	1595

Other funds holding MDU

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

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

Barrow, Hanley, Mewhinney & Strauss

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

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

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return