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Standard Family Office’s MDU Resources MDU Stock Holding History

Standard Family Office’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
2021
Q3 		– Sell
-2,838
Closed -$34K – 344
2021
Q2 		$34K Hold
2,838
– – 0.01% 233
2021
Q1 		$34K Sell
2,838
-6,264
-69% -$68.3K 0.01% 280
2020
Q4 		$91K Buy
+9,102
New +$85.1K 0.02% 213

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Standard Family Office's MDU Position: Q3 2021 in Review

Standard Family Office sold out of MDU Resources (MDU) in Q3 2021, closing a stake of 2,838 shares — an estimated $34K sold.

Standard Family Office first reported a position in MDU in Q4 2020 and held it in 3 quarters. The position peaked at $91K in Q4 2020. 391 funds tracked by Wall St. Rank hold MDU as of Q3 2021.

  • Standard Family Office reported no remaining MDU Resources position as of Q3 2021 after selling out during the quarter.
  • Standard Family Office sold 2,838 MDU Resources shares in Q3 2021, an estimated $34K.
  • Standard Family Office first reported a position in MDU Resources in Q4 2020 and held it in 3 quarters.
  • Standard Family Office's MDU Resources position peaked at $91K in Q4 2020.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q3 2021.

Based on Standard Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.