Trilogy Capital’s MDU Resources MDU Stock Holding History

Trilogy Capital’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 Q1	–	Sell	-24,474	Closed	-$282K	–	261
2022 Q4	$282K	Buy	24,474 +4,056	+20%	+$45.6K	0.02%	214
2022 Q3	$212K	Buy	+20,418	New	+$225K	0.02%	170

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Trilogy Capital's MDU Position: Q1 2023 in Review

Trilogy Capital sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 24,474 shares — an estimated $282K sold.

Trilogy Capital first reported a position in MDU in Q3 2022 and held it in 2 quarters. The position peaked at $282K in Q4 2022. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

Trilogy Capital reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
Trilogy Capital sold 24,474 MDU Resources shares in Q1 2023, an estimated $282K.
Trilogy Capital first reported a position in MDU Resources in Q3 2022 and held it in 2 quarters.
Trilogy Capital's MDU Resources position peaked at $282K in Q4 2022.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on Trilogy Capital's 13F filing for Q1 2023, filed 17 Apr 2023.