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AGF Investments LLC’s MDU Resources MDU Stock Holding History

AGF Investments LLC’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 		$1.48M Buy
142,461
+49,071
+53% +$542K 0.14% 138
2022
Q2 		$958K Buy
93,390
+9,502
+11% +$96.6K 0.09% 91
2022
Q1 		$850K Buy
+83,888
New +$888K 0.07% 160
2019
Q1 		– Sell
-28,829
Closed -$261K – 701
2018
Q4 		$261K Buy
28,829
+9,347
+48% +$91.2K 0.04% 260
2018
Q3 		$190K Buy
19,482
+15,884
+441% +$170K 0.02% 267
2018
Q2 		$40 Buy
+3,598
New +$38.4K ﹤0.01% 410
2018
Q1 		– Sell
-542
Closed -$6K – 757
2017
Q4 		$6K Sell
542
-4,339
-89% -$44.5K ﹤0.01% 681
2017
Q3 		$49K Sell
4,881
-14,475
-75% -$144K 0.01% 244
2017
Q2 		$193K Buy
19,356
+1,041
+6% +$10.6K 0.04% 148
2017
Q1 		$191K Buy
18,315
+3,966
+28% +$41.4K 0.05% 148
2016
Q4 		$157K Buy
+14,349
New +$148K 0.04% 146

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AGF Investments LLC's MDU Position: Q3 2022 in Review

AGF Investments LLC increased its MDU Resources (MDU) stake by 53% in Q3 2022, buying an estimated $542K and bringing the position to 142,461 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #138.

AGF Investments LLC first reported a position in MDU in Q4 2016 and has held it in 11 quarters since. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

  • AGF Investments LLC held 142,461 shares of MDU Resources worth $1.48M as of Q3 2022.
  • AGF Investments LLC bought 49,071 MDU Resources shares in Q3 2022, an estimated $542K.
  • MDU Resources made up 0.14% of AGF Investments LLC's portfolio in Q3 2022, its #138 holding.
  • AGF Investments LLC first reported a position in MDU Resources in Q4 2016 and has held it in 11 quarters since.
  • 378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.