Tradewinds Capital Management’s MDU Resources MDU Stock Holding History

Tradewinds Capital 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
2022 Q2	–	Sell	-3,193	Closed	-$32K	–	648
2022 Q1	$32K	Buy	3,193 +24	+0.8%	+$254	0.01%	309
2021 Q4	$37K	Buy	3,169 +21	+0.7%	+$237	0.01%	294
2021 Q3	$36K	Buy	3,148 +21	+0.7%	+$251	0.01%	288
2021 Q2	$37K	Buy	+3,127	New	+$39.2K	0.01%	291
2015 Q4	–	Sell	-1,315	Closed	-$9K	–	663
2015 Q3	$9K	Sell	1,315 -529	-29%	-$3.6K	0.01%	382
2015 Q2	$14K	Buy	1,844 +529	+40%	+$4.25K	0.01%	359
2015 Q1	$11K	Hold	1,315	–	–	0.01%	365
2014 Q4	$12K	Hold	1,315	–	–	0.01%	359
2014 Q3	$14K	Hold	1,315	–	–	0.01%	338
2014 Q2	$18K	Hold	1,315	–	–	0.01%	308
2014 Q1	$17K	Hold	1,315	–	–	0.01%	330
2013 Q4	$15K	Buy	+1,315	New	+$14.8K	0.01%	329

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Tradewinds Capital Management's MDU Position: Q2 2022 in Review

Tradewinds Capital Management sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 3,193 shares — an estimated $32K sold.

Tradewinds Capital Management first reported a position in MDU in Q4 2013 and held it in 12 quarters. The position peaked at $37K in Q4 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

Tradewinds Capital Management reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 3,193 MDU Resources shares in Q2 2022, an estimated $32K.
Tradewinds Capital Management first reported a position in MDU Resources in Q4 2013 and held it in 12 quarters.
Tradewinds Capital Management's MDU Resources position peaked at $37K in Q4 2021.
391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.