POIA
MDU icon

Pin Oak Investment Advisors’s MDU Resources MDU Stock Holding History

Pin Oak Investment 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
-742
Closed -$8K – 426
2022
Q1 		$8K Hold
742
– – 0.01% 339
2021
Q4 		$9K Hold
742
– – 0.01% 326
2021
Q3 		$8K Hold
742
– – 0.01% 322
2021
Q2 		$9K Hold
742
– – 0.01% 318
2021
Q1 		$9K Hold
742
– – 0.01% 328
2020
Q4 		$7K Buy
+742
New +$6.93K 0.01% 361

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pin Oak Investment Advisors's MDU Position: Q2 2022 in Review

Pin Oak Investment Advisors sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 742 shares — an estimated $8K sold.

Pin Oak Investment Advisors first reported a position in MDU in Q4 2020 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

  • Pin Oak Investment Advisors reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 742 MDU Resources shares in Q2 2022, an estimated $8K.
  • Pin Oak Investment Advisors first reported a position in MDU Resources in Q4 2020 and held it in 6 quarters.
  • Pin Oak Investment Advisors's MDU Resources position peaked at $9K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.