Sageworth Trust’s MDU Resources MDU Stock Holding History

Sageworth Trust’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	-679	Closed	-$8K	–	603
2021 Q4	$8K	Sell	679 -2,266	-77%	-$25.6K	﹤0.01%	305
2021 Q3	$33K	Hold	2,945	–	–	﹤0.01%	257
2021 Q2	$35K	Buy	+2,945	New	+$36.9K	﹤0.01%	293

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

Sageworth Trust's MDU Position: Q1 2022 in Review

Sageworth Trust sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 679 shares — an estimated $8K sold.

Sageworth Trust first reported a position in MDU in Q2 2021 and held it in 3 quarters. The position peaked at $35K in Q2 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

Sageworth Trust reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 679 MDU Resources shares in Q1 2022, an estimated $8K.
Sageworth Trust first reported a position in MDU Resources in Q2 2021 and held it in 3 quarters.
Sageworth Trust's MDU Resources position peaked at $35K in Q2 2021.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.