59 North Capital Management’s MDU Resources MDU Stock Holding History

59 North Capital Management’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
2024 Q2	–	Sell	-2,091,311	Closed	-$29.2M	–	18
2024 Q1	$29.2M	Sell	2,091,311 -768,509	-27%	-$8.89M	1.76%	15
2023 Q4	$31.4M	Sell	2,859,820 -410,847	-13%	-$4.34M	2.53%	14
2023 Q3	$35.5M	Sell	3,270,667 -3,319,368	-50%	-$38.2M	4.11%	9
2023 Q2	$76.5M	Sell	6,590,035 -580,007	-8%	-$6.52M	8.73%	6
2023 Q1	$83.1M	Buy	7,170,042 +500,159	+7%	+$5.81M	12.16%	3
2022 Q4	$76.9M	Buy	6,669,883 +1,744,782	+35%	+$19.6M	13.79%	1
2022 Q3	$51.2M	Buy	4,925,101 +3,180,120	+182%	+$35.1M	13.7%	1
2022 Q2	$17.9M	Buy	+1,744,981	New	+$17.7M	5.13%	11

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

59 North Capital Management's MDU Position: Q2 2024 in Review

59 North Capital Management sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 2,091,311 shares — an estimated $29.2M sold.

59 North Capital Management first reported a position in MDU in Q2 2022 and held it in 8 quarters. The position peaked at $83.1M in Q1 2023. 385 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

59 North Capital Management reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
59 North Capital Management sold 2,091,311 MDU Resources shares in Q2 2024, an estimated $29.2M.
59 North Capital Management first reported a position in MDU Resources in Q2 2022 and held it in 8 quarters.
59 North Capital Management's MDU Resources position peaked at $83.1M in Q1 2023.
385 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on 59 North Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.