Loring Wolcott & Coolidge Fiduciary Advisors’s MDU Resources MDU Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q3	–	Sell	-174	Closed	-$2K	–	867
2021 Q2	$2K	Buy	+174	New	+$2.18K	﹤0.01%	869
2017 Q3	–	Sell	-218	Closed	-$2K	–	861
2017 Q2	$2K	Buy	+218	New	+$2.23K	﹤0.01%	622
2014 Q4	–	Sell	-2,959	Closed	-$31K	–	632
2014 Q3	$31K	Hold	2,959	–	–	﹤0.01%	454
2014 Q2	$39K	Buy	+2,959	New	+$38.7K	﹤0.01%	457

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 $3.37T AUM 44.26% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MDU Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of MDU Resources (MDU) in Q3 2021, closing a stake of 174 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MDU in Q2 2014 and held it in 4 quarters. The position peaked at $39K in Q2 2014. 392 funds tracked by Wall St. Rank hold MDU as of Q3 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining MDU Resources position as of Q3 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 174 MDU Resources shares in Q3 2021, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MDU Resources in Q2 2014 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's MDU Resources position peaked at $39K in Q2 2014.
392 funds tracked by Wall St. Rank held MDU Resources as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.