AG
MDU icon

AlphaSimPlex Group’s MDU Resources MDU Stock Holding History

AlphaSimPlex Group’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 		$253K Buy
+24,342
New +$269K 2.56% 15
2020
Q1 		– Sell
-36,153
Closed -$408K – 189
2019
Q4 		$408K Buy
+36,153
New +$395K 0.15% 211

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

AlphaSimPlex Group's MDU Position: Q3 2022 in Review

AlphaSimPlex Group opened a new position in MDU Resources (MDU) in Q3 2022: 24,342 shares worth $253K. The stake represents 2.56% of the portfolio and ranks #15 among its holdings. This is a return to the name: AlphaSimPlex Group previously reported a position in MDU as recently as Q4 2019.

AlphaSimPlex Group first reported a position in MDU in Q4 2019 and has held it in 2 quarters since. The position peaked at $408K in Q4 2019. 377 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

  • AlphaSimPlex Group held 24,342 shares of MDU Resources worth $253K as of Q3 2022.
  • MDU Resources was a new AlphaSimPlex Group position in Q3 2022.
  • MDU Resources made up 2.56% of AlphaSimPlex Group's portfolio in Q3 2022, its #15 holding.
  • AlphaSimPlex Group first reported a position in MDU Resources in Q4 2019 and has held it in 2 quarters since.
  • AlphaSimPlex Group's MDU Resources position peaked at $408K in Q4 2019.
  • 377 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on AlphaSimPlex Group's 13F filing for Q3 2022, filed 8 Nov 2022.