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Burney Company’s MDU Resources MDU Stock Holding History

Burney Company’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
Q1 		– Sell
-37,749
Closed -$426K – 458
2019
Q4 		$426K Buy
37,749
+762
+2% +$8.32K 0.02% 347
2019
Q3 		$396K Sell
36,987
-4,123
-10% -$42.1K 0.02% 342
2019
Q2 		$403K Sell
41,110
-4,287
-9% -$41.8K 0.02% 349
2019
Q1 		$446K Sell
45,397
-5,657
-11% -$54.9K 0.03% 333
2018
Q4 		$463K Sell
51,054
-32,863
-39% -$321K 0.03% 315
2018
Q3 		$820K Sell
83,917
-84,446
-50% -$904K 0.05% 278
2018
Q2 		$1.84M Buy
168,363
+3,993
+2% +$42.6K 0.11% 206
2018
Q1 		$1.76M Sell
164,370
-59,678
-27% -$606K 0.11% 197
2017
Q4 		$2.29M Sell
224,048
-4,478
-2% -$45.9K 0.13% 175
2017
Q3 		$2.27M Sell
228,526
-10,688
-4% -$107K 0.15% 165
2017
Q2 		$2.4M Buy
239,214
+29,652
+14% +$303K 0.16% 152
2017
Q1 		$2.18M Buy
209,562
+179,537
+598% +$1.88M 0.14% 158
2016
Q4 		$328K Buy
+30,025
New +$310K 0.02% 309

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Burney Company's MDU Position: Q1 2020 in Review

Burney Company sold out of MDU Resources (MDU) in Q1 2020, closing a stake of 37,749 shares — an estimated $426K sold.

Burney Company first reported a position in MDU in Q4 2016 and held it in 13 quarters. The position peaked at $2.4M in Q2 2017. 353 funds tracked by Wall St. Rank hold MDU as of Q1 2020.

  • Burney Company reported no remaining MDU Resources position as of Q1 2020 after selling out during the quarter.
  • Burney Company sold 37,749 MDU Resources shares in Q1 2020, an estimated $426K.
  • Burney Company first reported a position in MDU Resources in Q4 2016 and held it in 13 quarters.
  • Burney Company's MDU Resources position peaked at $2.4M in Q2 2017.
  • 353 funds tracked by Wall St. Rank held MDU Resources as of Q1 2020.

Based on Burney Company's 13F filing for Q1 2020, filed 13 May 2020.