Tradition Wealth Management’s MDU Resources MDU Stock Holding History

Tradition Wealth 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 Q1	–	Sell	-789	Closed	-$9K	–	1183
2021 Q4	$9K	Sell	789 -3,156	-80%	-$35.6K	﹤0.01%	939
2021 Q3	$45K	Hold	3,945	–	–	0.01%	529
2021 Q2	$47K	Sell	3,945 -1,841	-32%	-$23.1K	0.01%	545
2021 Q1	$70K	Buy	5,786 +1,841	+47%	+$20.1K	0.01%	374
2020 Q4	$40K	Buy	+3,945	New	+$36.9K	0.01%	449

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's MDU Position: Q1 2022 in Review

Tradition Wealth Management sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 789 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in MDU in Q4 2020 and held it in 5 quarters. The position peaked at $70K in Q1 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

Tradition Wealth Management reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
Tradition Wealth Management sold 789 MDU Resources shares in Q1 2022, an estimated $9K.
Tradition Wealth Management first reported a position in MDU Resources in Q4 2020 and held it in 5 quarters.
Tradition Wealth Management's MDU Resources position peaked at $70K in Q1 2021.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.