SMC
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Smith, Moore & Co’s MDU Resources MDU Stock Holding History

Smith, Moore & Co’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
2026
Q1 		$266K Hold
12,855
– – 0.02% 473
2025
Q4 		$251K Buy
12,855
+535
+4% +$10.5K 0.02% 456
2025
Q3 		$219K Buy
12,320
+125
+1% +$2.09K 0.02% 485
2025
Q2 		$203K Sell
12,195
-2,875
-19% -$48.4K 0.02% 493
2025
Q1 		$255K Sell
15,070
-4,950
-25% -$85.5K 0.02% 409
2024
Q4 		$361K Sell
20,020
-16,134
-45% -$283K 0.03% 337
2024
Q3 		$549K Hold
36,154
– – 0.05% 268
2024
Q2 		$503K Hold
36,154
– – 0.05% 267
2024
Q1 		$505K Hold
36,154
– – 0.05% 267
2023
Q4 		$397K Sell
36,154
-13,556
-27% -$143K 0.05% 286
2023
Q3 		$539K Sell
49,710
-1,723
-3% -$19.8K 0.07% 221
2023
Q2 		$597K Sell
51,433
-23,887
-32% -$269K 0.08% 220
2023
Q1 		$873K Sell
75,320
-3,366
-4% -$39.1K 0.12% 161
2022
Q4 		$908K Sell
78,686
-1,315
-2% -$14.8K 0.13% 151
2022
Q3 		$832K Buy
80,001
+18,777
+31% +$207K 0.13% 148
2022
Q2 		$628K Sell
61,224
-307
-0.5% -$3.12K 0.1% 201
2022
Q1 		$624K Sell
61,531
-592
-1% -$6.27K 0.09% 215
2021
Q4 		$729K Buy
62,123
+1,118
+2% +$12.6K 0.1% 200
2021
Q3 		$688K Buy
+61,005
New +$731K 0.11% 195

Other funds holding MDU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return