Truist Financial
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Truist Financial’s MDU Resources MDU Stock Holding History

Truist 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
2026
Q1 		$236K Buy
11,375
+1,197
+12% +$24.5K ﹤0.01% 2549
2025
Q4 		$199K Buy
+10,178
New +$200K ﹤0.01% 2612
2024
Q4 		– Sell
-31,613
Closed -$480K – 2579
2024
Q3 		$480K Buy
31,613
+15,958
+102% +$227K ﹤0.01% 1896
2024
Q2 		$218K Buy
+15,655
New +$216K ﹤0.01% 2456
2021
Q4 		– Sell
-33,052
Closed -$374K – 2805
2021
Q3 		$374K Buy
+33,052
New +$396K ﹤0.01% 2194
2021
Q2 		– Sell
-176,613
Closed -$2.12M – 2767
2021
Q1 		$2.12M Buy
176,613
+108,483
+159% +$1.18M ﹤0.01% 1206
2020
Q4 		$682K Buy
68,130
+30,749
+82% +$287K ﹤0.01% 1699
2020
Q3 		$320K Buy
+37,381
New +$321K ﹤0.01% 1979
2020
Q2 		– Sell
-51,596
Closed -$422K – 2516
2020
Q1 		$422K Buy
51,596
+2,480
+5% +$26.1K ﹤0.01% 1656
2019
Q4 		$555K Buy
+49,116
New +$536K ﹤0.01% 1786

Other funds holding MDU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return