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 $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

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

Franklin Resources

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon

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

Geode Capital Management

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

LSV Asset Management

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