Linscomb Wealth’s MDU Resources MDU Stock Holding History

Linscomb Wealth’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 Q2	–	Sell	-37,673	Closed	-$437K	–	280
2023 Q1	$437K	Hold	37,673	–	–	0.02%	224
2022 Q4	$435K	Hold	37,673	–	–	0.02%	242
2022 Q3	$392K	Hold	37,673	–	–	0.02%	219
2022 Q2	$387K	Sell	37,673 -986	-3%	-$10K	0.02%	220
2022 Q1	$392K	Buy	+38,659	New	+$409K	0.02%	254

Other funds holding MDU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Linscomb Wealth's MDU Position: Q2 2023 in Review

Linscomb Wealth sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 37,673 shares — an estimated $437K sold.

Linscomb Wealth first reported a position in MDU in Q1 2022 and held it in 5 quarters. The position peaked at $437K in Q1 2023. 380 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

Linscomb Wealth reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
Linscomb Wealth sold 37,673 MDU Resources shares in Q2 2023, an estimated $437K.
Linscomb Wealth first reported a position in MDU Resources in Q1 2022 and held it in 5 quarters.
Linscomb Wealth's MDU Resources position peaked at $437K in Q1 2023.
380 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Linscomb Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.