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Berman Capital Advisors’s MDU Resources MDU Stock Holding History

Berman Capital Advisors’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
-34
Closed – – 1842
2020
Q4 		$0 Hold
34
– – ﹤0.01% 1760
2020
Q3 		$0 Sell
34
-105
-76% -$901 ﹤0.01% 1708
2020
Q2 		$1K Buy
139
+118
+562% +$981 ﹤0.01% 1450
2020
Q1 		$0 Hold
21
– – ﹤0.01% 1588
2019
Q4 		$0 Hold
21
– – ﹤0.01% 1510
2019
Q3 		$0 Hold
21
– – ﹤0.01% 1525
2019
Q2 		$0 Hold
21
– – ﹤0.01% 1541
2019
Q1 		$0 Hold
21
– – ﹤0.01% 1420
2018
Q4 		$0 Buy
+21
New +$205 ﹤0.01% 1199

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

Berman Capital Advisors's MDU Position: Q1 2021 in Review

Berman Capital Advisors sold out of MDU Resources (MDU) in Q1 2021, closing a stake of 34 shares.

Berman Capital Advisors first reported a position in MDU in Q4 2018 and held it in 9 quarters. The position peaked at $1K in Q2 2020. 398 funds tracked by Wall St. Rank hold MDU as of Q1 2021.

  • Berman Capital Advisors reported no remaining MDU Resources position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 34 MDU Resources shares in Q1 2021.
  • Berman Capital Advisors first reported a position in MDU Resources in Q4 2018 and held it in 9 quarters.
  • Berman Capital Advisors's MDU Resources position peaked at $1K in Q2 2020.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.