Wipfli Financial Advisors’s MDU Resources MDU Stock Holding History

Wipfli Financial Advisors’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 Q3	$148K	Buy	+14,117	New	+$156K	0.01%	557

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wipfli Financial Advisors's MDU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in MDU Resources (MDU) in Q3 2022: 14,117 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings.

378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

Wipfli Financial Advisors held 14,117 shares of MDU Resources worth $148K as of Q3 2022.
MDU Resources was a new Wipfli Financial Advisors position in Q3 2022.
MDU Resources made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #557 holding.
378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.