Kula Investments’s MDU Resources MDU Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-18,241	Closed	-$210K	–	762
2022 Q4	$210K	Buy	+18,241	New	+$205K	0.06%	507

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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

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

Kula Investments's MDU Position: Q1 2023 in Review

Kula Investments sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 18,241 shares — an estimated $210K sold.

Kula Investments first reported a position in MDU in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 410 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

Kula Investments reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 18,241 MDU Resources shares in Q1 2023, an estimated $210K.
Kula Investments first reported a position in MDU Resources in Q4 2022 and held it in 1 quarter.
Kula Investments's MDU Resources position peaked at $210K in Q4 2022.
410 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.