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AJO LP’s MDU Resources MDU Stock Holding History

AJO LP’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
2021
Q1 		– Sell
-162,995
Closed -$1.63M – 171
2020
Q4 		$1.63M Buy
162,995
+77,642
+91% +$726K 0.17% 157
2020
Q3 		$730K Sell
85,353
-1,196,971
-93% -$10.3M 0.01% 497
2020
Q2 		$10.8M Sell
1,282,324
-4,302,187
-77% -$35.8M 0.1% 183
2020
Q1 		$45.7M Buy
5,584,511
+4,989,807
+839% +$52.5M 0.41% 78
2019
Q4 		$6.72M Sell
594,704
-1,666,697
-74% -$18.2M 0.04% 260
2019
Q3 		$24.2M Buy
2,261,401
+88,551
+4% +$904K 0.14% 152
2019
Q2 		$21.3M Buy
2,172,850
+95,025
+5% +$925K 0.11% 173
2019
Q1 		$20.4M Buy
2,077,825
+343,710
+20% +$3.34M 0.11% 182
2018
Q4 		$15.7M Sell
1,734,115
-483,935
-22% -$4.72M 0.09% 191
2018
Q3 		$21.7M Buy
2,218,050
+181,596
+9% +$1.94M 0.1% 180
2018
Q2 		$22.2M Buy
2,036,454
+321,185
+19% +$3.43M 0.1% 178
2018
Q1 		$18.4M Buy
+1,715,269
New +$17.4M 0.08% 185
2014
Q1 		– Sell
-344,778
Closed -$4M – 437
2013
Q4 		$4M Buy
344,778
+102,303
+42% +$1.15M 0.02% 289
2013
Q3 		$2.58M Buy
+242,475
New +$2.56M 0.01% 344

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AJO LP's MDU Position: Q1 2021 in Review

AJO LP sold out of MDU Resources (MDU) in Q1 2021, closing a stake of 162,995 shares — an estimated $1.63M sold.

AJO LP first reported a position in MDU in Q3 2013 and held it in 14 quarters. The position peaked at $45.7M in Q1 2020. 398 funds tracked by Wall St. Rank hold MDU as of Q1 2021.

  • AJO LP reported no remaining MDU Resources position as of Q1 2021 after selling out during the quarter.
  • AJO LP sold 162,995 MDU Resources shares in Q1 2021, an estimated $1.63M.
  • AJO LP first reported a position in MDU Resources in Q3 2013 and held it in 14 quarters.
  • AJO LP's MDU Resources position peaked at $45.7M in Q1 2020.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q1 2021.

Based on AJO LP's 13F filing for Q1 2021, filed 7 May 2021.