Prospera Financial Services’s MDU Resources MDU Stock Holding History

Prospera Financial Services’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	-907	Closed	-$9K	–	2196
2022 Q1	$9K	Buy	+907	New	+$9.6K	﹤0.01%	2083
2021 Q3	–	Sell	-17,094	Closed	-$204K	–	830
2021 Q2	$204K	Sell	17,094 -411	-2%	-$5.15K	0.01%	760
2021 Q1	$210K	Buy	+17,505	New	+$191K	0.01%	710
2020 Q4	–	Sell	-763	Closed	-$7K	–	1199
2020 Q3	$7K	Buy	+763	New	+$6.55K	﹤0.01%	1211
2016 Q4	–	Sell	-33,597	Closed	-$325K	–	404
2016 Q3	$325K	Sell	33,597 -1,972	-6%	-$18K	0.07%	247
2016 Q2	$325K	Hold	35,569	–	–	0.07%	233
2016 Q1	$263K	Buy	+35,569	New	+$240K	0.06%	238
2015 Q3	–	Sell	-35,438	Closed	-$263K	–	319
2015 Q2	$263K	Sell	35,438 -2,325	-6%	-$18.7K	0.06%	222
2015 Q1	$306K	Buy	+37,763	New	+$320K	0.07%	217

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $544B AUM 28.31% 1-Year Est. Return

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

Prospera Financial Services's MDU Position: Q2 2022 in Review

Prospera Financial Services sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 907 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in MDU in Q1 2015 and held it in 9 quarters. The position peaked at $325K in Q3 2016. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

Prospera Financial Services reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 907 MDU Resources shares in Q2 2022, an estimated $9K.
Prospera Financial Services first reported a position in MDU Resources in Q1 2015 and held it in 9 quarters.
Prospera Financial Services's MDU Resources position peaked at $325K in Q3 2016.
391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.