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MidWestOne Financial Group’s MDU Resources MDU Stock Holding History

MidWestOne Financial Group’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
-18,091
Closed -$210K – 276
2023
Q1 		$210K Buy
+18,091
New +$210K 0.05% 252
2022
Q1 		– Sell
-18,091
Closed -$212K – 250
2021
Q4 		$212K Buy
+18,091
New +$204K 0.04% 232

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MidWestOne Financial Group's MDU Position: Q2 2023 in Review

MidWestOne Financial Group sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 18,091 shares — an estimated $210K sold.

MidWestOne Financial Group first reported a position in MDU in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 379 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • MidWestOne Financial Group reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
  • MidWestOne Financial Group sold 18,091 MDU Resources shares in Q2 2023, an estimated $210K.
  • MidWestOne Financial Group first reported a position in MDU Resources in Q4 2021 and held it in 2 quarters.
  • MidWestOne Financial Group's MDU Resources position peaked at $212K in Q4 2021.
  • 379 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on MidWestOne Financial Group's 13F filing for Q2 2023, filed 15 Aug 2023.