3C
MDU icon

361 Capital’s MDU Resources MDU Stock Holding History

361 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
2020
Q2 		– Sell
-94,381
Closed -$772K – 358
2020
Q1 		$772K Sell
94,381
-17,118
-15% -$180K 0.35% 118
2019
Q4 		$1.26M Buy
111,499
+389
+0.4% +$4.25K 0.35% 144
2019
Q3 		$1.19M Buy
+111,110
New +$1.13M 0.22% 190

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

361 Capital's MDU Position: Q2 2020 in Review

361 Capital sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 94,381 shares — an estimated $772K sold.

361 Capital first reported a position in MDU in Q3 2019 and held it in 3 quarters. The position peaked at $1.26M in Q4 2019. 338 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

  • 361 Capital reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
  • 361 Capital sold 94,381 MDU Resources shares in Q2 2020, an estimated $772K.
  • 361 Capital first reported a position in MDU Resources in Q3 2019 and held it in 3 quarters.
  • 361 Capital's MDU Resources position peaked at $1.26M in Q4 2019.
  • 338 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on 361 Capital's 13F filing for Q2 2020, filed 14 Aug 2020.