PEAK6 Investments’s MDU Resources MDU Stock Holding History

PEAK6 Investments’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 Q4	–	Sell	-19,508	Closed	-$212K	–	4590
2023 Q3	$212K	Sell	19,508 -47,764	-71%	-$550K	﹤0.01%	3034
2023 Q2	$780K	Buy	+67,272	New	+$757K	﹤0.01%	1885
2022 Q3	–	Sell	-131,957	Closed	-$1.46M	–	5640
2022 Q2	$1.13M	Buy	131,957 +13,391	+11%	+$136K	﹤0.01%	2953
2022 Q1	$1.2M	Buy	118,566 +114,477	+2,800%	+$1.21M	﹤0.01%	2327
2021 Q4	$48K	Sell	4,089 -853	-17%	-$9.62K	﹤0.01%	4624
2021 Q3	$56K	Buy	4,942 +887	+22%	+$10.6K	﹤0.01%	4575
2021 Q2	$48K	Buy	+4,055	New	+$50.8K	﹤0.01%	4602
2020 Q4	–	Sell	-28,426	Closed	-$243K	–	4915
2020 Q3	$243K	Buy	28,426 +6,411	+29%	+$55K	﹤0.01%	3380
2020 Q2	$186K	Buy	+22,015	New	+$183K	﹤0.01%	3450
2019 Q1	–	Sell	-45,702	Closed	-$444K	–	4313
2018 Q4	$414K	Buy	45,702 +45,094	+7,417%	+$440K	﹤0.01%	2490
2018 Q3	$6K	Buy	+608	New	+$6.5K	﹤0.01%	3988

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 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