Sit Investment Associates’s MDU Resources MDU Stock Holding History

Sit Investment Associates’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 Q3	–	Sell	-11,769	Closed	-$121K	–	527
2022 Q2	$121K	Hold	11,769	–	–	﹤0.01%	474
2022 Q1	$119K	Hold	11,769	–	–	﹤0.01%	484
2021 Q4	$138K	Buy	+11,769	New	+$133K	﹤0.01%	481
2021 Q3	–	Sell	-11,769	Closed	-$140K	–	507
2021 Q2	$140K	Hold	11,769	–	–	﹤0.01%	487
2021 Q1	$141K	Sell	11,769 -6,246	-35%	-$68.1K	﹤0.01%	482
2020 Q4	$180K	Hold	18,015	–	–	﹤0.01%	466
2020 Q3	$154K	Hold	18,015	–	–	﹤0.01%	459
2020 Q2	$152K	Hold	18,015	–	–	﹤0.01%	460
2020 Q1	$147K	Hold	18,015	–	–	0.01%	449
2019 Q4	$204K	Buy	18,015 +11,440	+174%	+$125K	0.01%	441
2019 Q3	$70K	Buy	+6,575	New	+$67.1K	﹤0.01%	493

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

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

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

Sit Investment Associates's MDU Position: Q3 2022 in Review

Sit Investment Associates sold out of MDU Resources (MDU) in Q3 2022, closing a stake of 11,769 shares — an estimated $121K sold.

Sit Investment Associates first reported a position in MDU in Q3 2019 and held it in 11 quarters. The position peaked at $204K in Q4 2019. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

Sit Investment Associates reported no remaining MDU Resources position as of Q3 2022 after selling out during the quarter.
Sit Investment Associates sold 11,769 MDU Resources shares in Q3 2022, an estimated $121K.
Sit Investment Associates first reported a position in MDU Resources in Q3 2019 and held it in 11 quarters.
Sit Investment Associates's MDU Resources position peaked at $204K in Q4 2019.
378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on Sit Investment Associates's 13F filing for Q3 2022, filed 10 Nov 2022.