Private Ocean’s MDU Resources MDU Stock Holding History

Private Ocean’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 Q1	–	Sell	-7,890	Closed	-$93K	–	670
2021 Q4	$93K	Hold	7,890	–	–	0.01%	189
2021 Q3	$89K	Hold	7,890	–	–	0.01%	189
2021 Q2	$94K	Hold	7,890	–	–	0.01%	176
2021 Q1	$95K	Hold	7,890	–	–	0.02%	183
2020 Q4	$79K	Hold	7,890	–	–	0.02%	179
2020 Q3	$68K	Hold	7,890	–	–	0.02%	181
2020 Q2	$66K	Hold	7,890	–	–	0.02%	173
2020 Q1	$64K	Hold	7,890	–	–	0.02%	184
2019 Q4	$90K	Hold	7,890	–	–	0.02%	169
2019 Q3	$85K	Hold	7,890	–	–	0.02%	167
2019 Q2	$77K	Hold	7,890	–	–	0.02%	161
2019 Q1	$77K	Buy	+7,890	New	+$76.6K	0.02%	161

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Private Ocean's MDU Position: Q1 2022 in Review

Private Ocean sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 7,890 shares — an estimated $93K sold.

Private Ocean first reported a position in MDU in Q1 2019 and held it in 12 quarters. The position peaked at $95K in Q1 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

Private Ocean reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
Private Ocean sold 7,890 MDU Resources shares in Q1 2022, an estimated $93K.
Private Ocean first reported a position in MDU Resources in Q1 2019 and held it in 12 quarters.
Private Ocean's MDU Resources position peaked at $95K in Q1 2021.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Private Ocean's 13F filing for Q1 2022, filed 25 Apr 2022.