Next Financial Group’s MDU Resources MDU Stock Holding History

Next 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
2021 Q4	$79K	Hold	6,706	–	–	0.01%	1284
2021 Q3	$76K	Buy	6,706 +5,917	+750%	+$70.9K	0.01%	1236
2021 Q2	$9K	Hold	789	–	–	﹤0.01%	2027
2021 Q1	$9K	Sell	789 -384	-33%	-$4.18K	﹤0.01%	1917
2020 Q4	$12K	Sell	1,173 -47,948	-98%	-$448K	﹤0.01%	1721
2020 Q3	$420K	Buy	+49,121	New	+$422K	0.05%	377
2020 Q2	–	Sell	-1,949	Closed	-$16K	–	1355
2020 Q1	$16K	Sell	1,949 -11,448	-85%	-$121K	﹤0.01%	1366
2019 Q4	$151K	Buy	13,397 +12,608	+1,598%	+$138K	0.02%	791
2019 Q3	$8K	Hold	789	–	–	﹤0.01%	1772
2019 Q2	$8K	Buy	+789	New	+$7.68K	﹤0.01%	1754
2019 Q1	–	Sell	-789	Closed	-$7K	–	1917
2018 Q4	$7K	Buy	+789	New	+$7.7K	﹤0.01%	1448
2014 Q4	–	Sell	-1,499	Closed	-$16K	–	2156
2014 Q3	$16K	Buy	+1,499	New	+$17.8K	﹤0.01%	1533

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Next Financial Group's MDU Position: Q4 2021 in Review

Next Financial Group held its MDU Resources (MDU) position steady in Q4 2021 at 6,706 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #1284.

Next Financial Group first reported a position in MDU in Q3 2014 and has held it in 12 quarters since. The position peaked at $420K in Q3 2020. 405 funds tracked by Wall St. Rank hold MDU as of Q4 2021.

Next Financial Group held 6,706 shares of MDU Resources worth $79K as of Q4 2021.
Next Financial Group left its MDU Resources share count unchanged in Q4 2021.
MDU Resources made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1284 holding.
Next Financial Group first reported a position in MDU Resources in Q3 2014 and has held it in 12 quarters since.
Next Financial Group's MDU Resources position peaked at $420K in Q3 2020.
405 funds tracked by Wall St. Rank held MDU Resources as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.