Aperio Group’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.14M | Sell |
113,322
-14,309
| -11% | -$134K | ﹤0.01% | 1531 |
|
|
2020
Q3 | $1.09M | Buy |
127,631
+7,293
| +6% | +$62.6K | ﹤0.01% | 1403 |
|
|
2020
Q2 | $1.01M | Sell |
120,338
-35,580
| -23% | -$296K | ﹤0.01% | 1403 |
|
|
2020
Q1 | $1.27M | Sell |
155,918
-5,157
| -3% | -$54.3K | 0.01% | 1205 |
|
|
2019
Q4 | $1.82M | Buy |
161,075
+4,423
| +3% | +$48.3K | 0.01% | 1130 |
|
|
2019
Q3 | $1.68M | Buy |
156,652
+8,087
| +5% | +$82.6K | 0.01% | 1132 |
|
|
2019
Q2 | $1.46M | Sell |
148,565
-33,386
| -18% | -$325K | 0.01% | 1214 |
|
|
2019
Q1 | $1.79M | Buy |
181,951
+34,054
| +23% | +$331K | 0.01% | 1077 |
|
|
2018
Q4 | $1.34M | Buy |
147,897
+8,048
| +6% | +$78.5K | 0.01% | 1153 |
|
|
2018
Q3 | $1.37M | Buy |
139,849
+9,898
| +8% | +$106K | 0.01% | 1238 |
|
|
2018
Q2 | $1.42M | Buy |
129,951
+20,116
| +18% | +$215K | 0.01% | 1183 |
|
|
2018
Q1 | $1.18M | Sell |
109,835
-14,961
| -12% | -$152K | 0.01% | 1232 |
|
|
2017
Q4 | $1.28M | Sell |
124,796
-4,694
| -4% | -$48.1K | 0.01% | 1171 |
|
|
2017
Q3 | $1.28M | Sell |
129,490
-2,283
| -2% | -$22.8K | 0.01% | 1143 |
|
|
2017
Q2 | $1.31M | Buy |
131,773
+4,957
| +4% | +$50.7K | 0.01% | 1108 |
|
|
2017
Q1 | $1.32M | Buy |
126,816
+4,379
| +4% | +$45.8K | 0.01% | 1045 |
|
|
2016
Q4 | $1.34M | Sell |
122,437
-19,372
| -14% | -$200K | 0.01% | 984 |
|
|
2016
Q3 | $1.37M | Sell |
141,809
-5,159
| -4% | -$47.1K | 0.01% | 976 |
|
|
2016
Q2 | $1.34M | Buy |
146,968
+11,618
| +9% | +$94.6K | 0.01% | 951 |
|
|
2016
Q1 | $1M | Sell |
135,350
-70,349
| -34% | -$474K | 0.01% | 1047 |
|
|
2015
Q4 | $1.43M | Sell |
205,699
-25,705
| -11% | -$178K | 0.01% | 872 |
|
|
2015
Q3 | $1.51M | Buy |
231,404
+10,712
| +5% | +$72.9K | 0.02% | 825 |
|
|
2015
Q2 | $1.64M | Buy |
220,692
+29,136
| +15% | +$234K | 0.02% | 787 |
|
|
2015
Q1 | $1.55M | Buy |
191,556
+81,729
| +74% | +$693K | 0.02% | 778 |
|
|
2014
Q4 | $981K | Buy |
109,827
+2,115
| +2% | +$20.4K | 0.01% | 917 |
|
|
2014
Q3 | $1.14M | Buy |
107,712
+6,640
| +7% | +$79K | 0.02% | 806 |
|
|
2014
Q2 | $1.35M | Buy |
101,072
+1,073
| +1% | +$14K | 0.02% | 726 |
|
|
2014
Q1 | $1.3M | Buy |
+99,999
| New | +$1.24M | 0.02% | 873 |
|
|
2013
Q4 | – | Sell |
-64,661
| Closed | -$728K | – | 1008 |
|
|
2013
Q3 | $688K | Buy |
64,661
+10,462
| +19% | +$110K | 0.01% | 1003 |
|
|
2013
Q2 | $534K | Buy |
+54,199
| New | +$521K | 0.01% | 1004 |
|
Other funds holding MDU
Aperio Group's MDU Position: Q4 2020 in Review
Aperio Group reduced its MDU Resources (MDU) stake by 11% in Q4 2020, selling an estimated $134K and leaving 113,322 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1531.
Aperio Group first reported a position in MDU in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.82M in Q4 2019. 378 funds tracked by Wall St. Rank hold MDU as of Q4 2020.
- Aperio Group held 113,322 shares of MDU Resources worth $1.14M as of Q4 2020.
- Aperio Group sold 14,309 MDU Resources shares in Q4 2020, an estimated $134K.
- MDU Resources made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1531 holding.
- Aperio Group first reported a position in MDU Resources in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's MDU Resources position peaked at $1.82M in Q4 2019.
- 378 funds tracked by Wall St. Rank held MDU Resources as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.