Patriot Financial Group Insurance Agency’s MDU Resources MDU Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-1,204	Closed	-$12K	–	1315
2022 Q2	$12K	Sell	1,204 -4,193	-78%	-$42.6K	﹤0.01%	1182
2022 Q1	$55K	Buy	5,397 +642	+14%	+$6.8K	0.01%	752
2021 Q4	$56K	Buy	4,755 +284	+6%	+$3.2K	0.01%	819
2021 Q3	$50K	Buy	+4,471	New	+$53.5K	0.01%	869
2020 Q4	–	Sell	-74	Closed	-$1K	–	1936
2020 Q3	$1K	Hold	74	–	–	﹤0.01%	1567
2020 Q2	$1K	Hold	74	–	–	﹤0.01%	1539
2020 Q1	$1K	Hold	74	–	–	﹤0.01%	1455
2019 Q4	$1K	Hold	74	–	–	﹤0.01%	1219
2019 Q3	$1K	Hold	74	–	–	﹤0.01%	1202
2019 Q2	$1K	Hold	74	–	–	﹤0.01%	1278
2019 Q1	$1K	Hold	74	–	–	﹤0.01%	1138
2018 Q4	$1K	Buy	+74	New	+$722	﹤0.01%	916

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

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

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MDU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of MDU Resources (MDU) in Q3 2022, closing a stake of 1,204 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in MDU in Q4 2018 and held it in 12 quarters. The position peaked at $56K in Q4 2021. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining MDU Resources position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,204 MDU Resources shares in Q3 2022, an estimated $12K.
Patriot Financial Group Insurance Agency first reported a position in MDU Resources in Q4 2018 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's MDU Resources position peaked at $56K in Q4 2021.
378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.