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Steward Financial Group’s MDU Resources MDU Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+256
New +$2.95K ﹤0.01% 1010
2022
Q3 		– Sell
-276
Closed -$2K – 811
2022
Q2 		$2K Buy
+276
New +$2.81K ﹤0.01% 582

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Steward Financial Group's MDU Position: Q3 2023 in Review

Steward Financial Group opened a new position in MDU Resources (MDU) in Q3 2023: 256 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MDU as recently as Q2 2022.

Steward Financial Group first reported a position in MDU in Q2 2022 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

  • Steward Financial Group held 256 shares of MDU Resources worth $2K as of Q3 2023.
  • MDU Resources was a new Steward Financial Group position in Q3 2023.
  • MDU Resources made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1010 holding.
  • Steward Financial Group first reported a position in MDU Resources in Q2 2022 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.