Operose Advisors’s MDU Resources MDU Stock Holding History

Operose 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
2022 Q2	–	Sell	-855	Closed	-$9K	–	312
2022 Q1	$9K	Hold	855	–	–	0.01%	272
2021 Q4	$10K	Buy	+855	New	+$9.64K	0.01%	257

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

Operose Advisors's MDU Position: Q2 2022 in Review

Operose Advisors sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 855 shares — an estimated $9K sold.

Operose Advisors first reported a position in MDU in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

Operose Advisors reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
Operose Advisors sold 855 MDU Resources shares in Q2 2022, an estimated $9K.
Operose Advisors first reported a position in MDU Resources in Q4 2021 and held it in 2 quarters.
Operose Advisors's MDU Resources position peaked at $10K in Q4 2021.
391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Operose Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.