Level Four Advisory Services’s MDU Resources MDU Stock Holding History

Level Four Advisory Services’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 Q4	–	Sell	-45,829	Closed	-$497K	–	828
2023 Q3	$497K	Sell	45,829 -121	-0.3%	-$1.39K	0.03%	441
2023 Q2	$533K	Buy	+45,950	New	+$517K	0.03%	447

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Level Four Advisory Services's MDU Position: Q4 2023 in Review

Level Four Advisory Services sold out of MDU Resources (MDU) in Q4 2023, closing a stake of 45,829 shares — an estimated $497K sold.

Level Four Advisory Services first reported a position in MDU in Q2 2023 and held it in 2 quarters. The position peaked at $533K in Q2 2023. 374 funds tracked by Wall St. Rank hold MDU as of Q4 2023.

Level Four Advisory Services reported no remaining MDU Resources position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 45,829 MDU Resources shares in Q4 2023, an estimated $497K.
Level Four Advisory Services first reported a position in MDU Resources in Q2 2023 and held it in 2 quarters.
Level Four Advisory Services's MDU Resources position peaked at $533K in Q2 2023.
374 funds tracked by Wall St. Rank held MDU Resources as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.