TFC Financial Management’s MDU Resources MDU Stock Holding History

TFC Financial Management’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 Q2	–	Sell	-18	Closed	-$214	–	707
2023 Q1	$214	Buy	+18	New	+$209	﹤0.01%	643

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

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

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

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

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

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

TFC Financial Management's MDU Position: Q2 2023 in Review

TFC Financial Management sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 18 shares — an estimated $214 sold.

TFC Financial Management first reported a position in MDU in Q1 2023 and held it in 1 quarter. The position peaked at $214 in Q1 2023. 379 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

TFC Financial Management reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
TFC Financial Management sold 18 MDU Resources shares in Q2 2023, an estimated $214.
TFC Financial Management first reported a position in MDU Resources in Q1 2023 and held it in 1 quarter.
TFC Financial Management's MDU Resources position peaked at $214 in Q1 2023.
379 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on TFC Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.