Widmann Financial Services’s MDU Resources MDU Stock Holding History

Widmann Financial Services’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	-2,630	Closed	-$30K	–	295
2021 Q4	$30K	Buy	+2,630	New	+$29.7K	0.02%	223

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

Widmann Financial Services's MDU Position: Q1 2022 in Review

Widmann Financial Services sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 2,630 shares — an estimated $30K sold.

Widmann Financial Services first reported a position in MDU in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

Widmann Financial Services reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
Widmann Financial Services sold 2,630 MDU Resources shares in Q1 2022, an estimated $30K.
Widmann Financial Services first reported a position in MDU Resources in Q4 2021 and held it in 1 quarter.
Widmann Financial Services's MDU Resources position peaked at $30K in Q4 2021.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.