Loveless Wealth Management’s MDU Resources MDU Stock Holding History

Loveless Wealth Management’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
2022 Q2	$2.27M	Buy	220,866 +129	+0.1%	+$1.31K	1.48%	18
2022 Q1	$2.24M	Sell	220,737 -294	-0.1%	-$3.11K	1.26%	25
2021 Q4	$2.59M	Buy	221,031 +1,756	+0.8%	+$19.8K	1.42%	22
2021 Q3	$2.47M	Sell	219,275 -1,372	-0.6%	-$16.4K	1.51%	19
2021 Q2	$2.63M	Sell	220,647 -1,005	-0.5%	-$12.6K	1.6%	14
2021 Q1	$2.66M	Sell	221,652 -1,239	-0.6%	-$13.5K	1.76%	14
2020 Q4	$2.23M	Sell	222,891 -2,827	-1%	-$26.4K	1.65%	18
2020 Q3	$1.93M	Buy	225,718 +3,269	+1%	+$28.1K	1.63%	19
2020 Q2	$1.88M	Buy	222,449 +10,088	+5%	+$83.8K	1.75%	15
2020 Q1	$1.74M	Buy	212,361 +732	+0.3%	+$7.71K	2.05%	14
2019 Q4	$2.35M	Buy	+211,629	New	+$2.31M	2.03%	7

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

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

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

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

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

Loveless Wealth Management's MDU Position: Q2 2022 in Review

Loveless Wealth Management increased its MDU Resources (MDU) stake by 0.06% in Q2 2022, buying an estimated $1.31K and bringing the position to 220,866 shares worth $2.27M. The position accounts for 1.48% of the portfolio, ranked #18.

Loveless Wealth Management first reported a position in MDU in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.66M in Q1 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

Loveless Wealth Management held 220,866 shares of MDU Resources worth $2.27M as of Q2 2022.
Loveless Wealth Management bought 129 MDU Resources shares in Q2 2022, an estimated $1.31K.
MDU Resources made up 1.48% of Loveless Wealth Management's portfolio in Q2 2022, its #18 holding.
Loveless Wealth Management first reported a position in MDU Resources in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's MDU Resources position peaked at $2.66M in Q1 2021.
391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.