TimeScale Financial’s MDU Resources MDU Stock Holding History

TimeScale Financial’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	$3.97K	Sell	343 -151	-31%	-$1.7K	﹤0.01%	461
2023 Q1	$5.74K	Buy	494 +5	+1%	+$58	﹤0.01%	402
2022 Q4	$5.08K	Buy	489 +2	+0.4%	+$22	﹤0.01%	377
2022 Q3	$5K	Hold	487	–	–	﹤0.01%	385
2022 Q2	$5K	Buy	487 +6	+1%	+$61	﹤0.01%	365
2022 Q1	$5K	Buy	481 +2	+0.4%	+$21	﹤0.01%	380
2021 Q4	$6K	Buy	479 +58	+14%	+$654	﹤0.01%	365
2021 Q3	$5K	Hold	421	–	–	﹤0.01%	375
2021 Q2	$5K	Buy	421 +3	+0.7%	+$38	﹤0.01%	384
2021 Q1	$5K	Buy	418 +2	+0.5%	+$22	﹤0.01%	380
2020 Q4	$4K	Buy	416 +6	+1%	+$56	﹤0.01%	354
2020 Q3	$3K	Hold	410	–	–	﹤0.01%	388
2020 Q2	$3K	Buy	410 +8	+2%	+$66	﹤0.01%	376
2020 Q1	$3K	Buy	402 +2	+0.5%	+$21	﹤0.01%	360
2019 Q4	$4K	Hold	400	–	–	﹤0.01%	444
2019 Q3	$4K	Buy	400 +3	+0.8%	+$31	﹤0.01%	415
2019 Q2	$4K	Buy	+397	New	+$3.87K	﹤0.01%	430

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

TimeScale Financial's MDU Position: Q2 2023 in Review

TimeScale Financial reduced its MDU Resources (MDU) stake by 31% in Q2 2023, selling an estimated $1.7K and leaving 343 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

TimeScale Financial first reported a position in MDU in Q2 2019 and has held it in 17 quarters since. The position peaked at $6K in Q4 2021. 379 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

TimeScale Financial held 343 shares of MDU Resources worth $3.97K as of Q2 2023.
TimeScale Financial sold 151 MDU Resources shares in Q2 2023, an estimated $1.7K.
MDU Resources made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #461 holding.
TimeScale Financial first reported a position in MDU Resources in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's MDU Resources position peaked at $6K in Q4 2021.
379 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.