Kowal Investment Group’s MDU Resources MDU Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-608	Closed	-$7K	–	602
2021 Q3	$7K	Buy	+608	New	+$7.28K	﹤0.01%	579

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kowal Investment Group's MDU Position: Q4 2021 in Review

Kowal Investment Group sold out of MDU Resources (MDU) in Q4 2021, closing a stake of 608 shares — an estimated $7K sold.

Kowal Investment Group first reported a position in MDU in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 405 funds tracked by Wall St. Rank hold MDU as of Q4 2021.

Kowal Investment Group reported no remaining MDU Resources position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 608 MDU Resources shares in Q4 2021, an estimated $7K.
Kowal Investment Group first reported a position in MDU Resources in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's MDU Resources position peaked at $7K in Q3 2021.
405 funds tracked by Wall St. Rank held MDU Resources as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.