Whittier Trust’s MDU Resources MDU Stock Holding History

Whittier Trust’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 Q4	–	Sell	-14	Closed	-$156	–	1605
2023 Q3	$156	Buy	+14	New	+$161	﹤0.01%	1642
2020 Q1	–	Sell	-1,515	Closed	-$17K	–	1550
2019 Q4	$17K	Buy	+1,515	New	+$16.5K	﹤0.01%	1056
2015 Q3	–	Sell	-1,315	Closed	-$10K	–	1198
2015 Q2	$10K	Sell	1,315 -6,575	-83%	-$52.8K	﹤0.01%	1016
2015 Q1	$64K	Hold	7,890	–	–	﹤0.01%	678
2014 Q4	$71K	Hold	7,890	–	–	﹤0.01%	609
2014 Q3	$83K	Hold	7,890	–	–	﹤0.01%	570
2014 Q2	$105K	Hold	7,890	–	–	0.01%	532
2014 Q1	$103K	Hold	7,890	–	–	0.01%	537
2013 Q4	$92K	Hold	7,890	–	–	﹤0.01%	557
2013 Q3	$84K	Hold	7,890	–	–	﹤0.01%	574
2013 Q2	$78K	Buy	+7,890	New	+$75.9K	﹤0.01%	575

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Whittier Trust's MDU Position: Q4 2023 in Review

Whittier Trust sold out of MDU Resources (MDU) in Q4 2023, closing a stake of 14 shares — an estimated $156 sold.

Whittier Trust first reported a position in MDU in Q2 2013 and held it in 11 quarters. The position peaked at $105K in Q2 2014. 374 funds tracked by Wall St. Rank hold MDU as of Q4 2023.

Whittier Trust reported no remaining MDU Resources position as of Q4 2023 after selling out during the quarter.
Whittier Trust sold 14 MDU Resources shares in Q4 2023, an estimated $156.
Whittier Trust first reported a position in MDU Resources in Q2 2013 and held it in 11 quarters.
Whittier Trust's MDU Resources position peaked at $105K in Q2 2014.
374 funds tracked by Wall St. Rank held MDU Resources as of Q4 2023.

Based on Whittier Trust's 13F filing for Q4 2023, filed 11 Jan 2024.