Private Capital Group’s MDU Resources MDU Stock Holding History

Private Capital 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
2022 Q2	$3K	Hold	323	–	–	﹤0.01%	1428
2022 Q1	$3K	Hold	323	–	–	﹤0.01%	1688
2021 Q4	$4K	Hold	323	–	–	﹤0.01%	1617
2021 Q3	$4K	Hold	323	–	–	﹤0.01%	1652
2021 Q2	$4K	Hold	323	–	–	﹤0.01%	1639
2021 Q1	$4K	Hold	323	–	–	﹤0.01%	1585
2020 Q4	$3K	Hold	323	–	–	﹤0.01%	1675
2020 Q3	$3K	Hold	323	–	–	﹤0.01%	1624
2020 Q2	$3K	Buy	323 +52	+19%	+$432	﹤0.01%	1615
2020 Q1	$2K	Hold	271	–	–	﹤0.01%	1683
2019 Q4	$3K	Hold	271	–	–	﹤0.01%	1624
2019 Q3	$3K	Hold	271	–	–	﹤0.01%	1811
2019 Q2	$3K	Hold	271	–	–	﹤0.01%	1819
2019 Q1	$3K	Hold	271	–	–	﹤0.01%	1815
2018 Q4	$2K	Hold	271	–	–	﹤0.01%	1888
2018 Q3	$2K	Hold	271	–	–	﹤0.01%	1952
2018 Q2	$2K	Hold	271	–	–	﹤0.01%	1905
2018 Q1	$3K	Hold	271	–	–	﹤0.01%	1756
2017 Q4	$3	Buy	+271	New	+$2.78K	﹤0.01%	1767

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 $3.27B AUM 38.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Capital Group's MDU Position: Q2 2022 in Review

Private Capital Group held its MDU Resources (MDU) position steady in Q2 2022 at 323 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Private Capital Group first reported a position in MDU in Q4 2017 and has held it in 19 quarters since. The position peaked at $4K in Q4 2021. 392 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

Private Capital Group held 323 shares of MDU Resources worth $3K as of Q2 2022.
Private Capital Group left its MDU Resources share count unchanged in Q2 2022.
MDU Resources made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1428 holding.
Private Capital Group first reported a position in MDU Resources in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's MDU Resources position peaked at $4K in Q4 2021.
392 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.