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Bowling Portfolio Management’s MDU Resources MDU Stock Holding History

Bowling Portfolio 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
Q3 		– Sell
-50,633
Closed -$427K – 451
2020
Q2 		$427K Sell
50,633
-3,272
-6% -$27.2K 0.09% 266
2020
Q1 		$441K Buy
+53,905
New +$567K 0.11% 253
2018
Q3 		– Sell
-100,343
Closed -$1.09M – 358
2018
Q2 		$1.09M Buy
+100,343
New +$1.07M 0.15% 222
2017
Q4 		– Sell
-252,416
Closed -$2.49M – 386
2017
Q3 		$2.49M Buy
+252,416
New +$2.52M 0.37% 85

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Bowling Portfolio Management's MDU Position: Q3 2020 in Review

Bowling Portfolio Management sold out of MDU Resources (MDU) in Q3 2020, closing a stake of 50,633 shares — an estimated $427K sold.

Bowling Portfolio Management first reported a position in MDU in Q3 2017 and held it in 4 quarters. The position peaked at $2.49M in Q3 2017. 350 funds tracked by Wall St. Rank hold MDU as of Q3 2020.

  • Bowling Portfolio Management reported no remaining MDU Resources position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 50,633 MDU Resources shares in Q3 2020, an estimated $427K.
  • Bowling Portfolio Management first reported a position in MDU Resources in Q3 2017 and held it in 4 quarters.
  • Bowling Portfolio Management's MDU Resources position peaked at $2.49M in Q3 2017.
  • 350 funds tracked by Wall St. Rank held MDU Resources as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.