BIM
MDU icon

Bogle Investment Management’s MDU Resources MDU Stock Holding History

Bogle Investment Management’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
2020
Q4 		– Sell
-51,601
Closed -$441K – 214
2020
Q3 		$441K Buy
51,601
+10,412
+25% +$89.4K 0.13% 164
2020
Q2 		$347K Buy
+41,189
New +$342K 0.06% 237
2015
Q1 		– Sell
-786,291
Closed -$7.03M – 384
2014
Q4 		$7.03M Buy
+786,291
New +$7.59M 0.47% 81

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bogle Investment Management's MDU Position: Q4 2020 in Review

Bogle Investment Management sold out of MDU Resources (MDU) in Q4 2020, closing a stake of 51,601 shares — an estimated $441K sold.

Bogle Investment Management first reported a position in MDU in Q4 2014 and held it in 3 quarters. The position peaked at $7.03M in Q4 2014. 378 funds tracked by Wall St. Rank hold MDU as of Q4 2020.

  • Bogle Investment Management reported no remaining MDU Resources position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 51,601 MDU Resources shares in Q4 2020, an estimated $441K.
  • Bogle Investment Management first reported a position in MDU Resources in Q4 2014 and held it in 3 quarters.
  • Bogle Investment Management's MDU Resources position peaked at $7.03M in Q4 2014.
  • 378 funds tracked by Wall St. Rank held MDU Resources as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.