Rockbridge Investment Management’s MDU Resources MDU Stock Holding History

Rockbridge Investment Management’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
2024 Q1	–	Sell	-375	Closed	-$4.12K	–	418
2023 Q4	$4.12K	Buy	+375	New	+$3.96K	﹤0.01%	486
2022 Q3	–	Sell	-547	Closed	-$5.61K	–	396
2022 Q2	$5.61K	Hold	547	–	–	﹤0.01%	441
2022 Q1	$5.58K	Hold	547	–	–	﹤0.01%	605
2021 Q4	$6K	Hold	547	–	–	﹤0.01%	643
2021 Q3	$6K	Hold	547	–	–	﹤0.01%	588
2021 Q2	$7K	Hold	547	–	–	﹤0.01%	568
2021 Q1	$7K	Buy	547 +105	+24%	+$1.14K	﹤0.01%	544
2020 Q4	$4K	Hold	442	–	–	﹤0.01%	592
2020 Q3	$4K	Hold	442	–	–	﹤0.01%	542
2020 Q2	$4K	Buy	+442	New	+$3.67K	﹤0.01%	517

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return