Capital Square’s MDU Resources MDU Stock Holding History

Capital Square’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 Q2	–	Sell	-2,548	Closed	-$21K	–	224
2020 Q1	$21K	Buy	+2,548	New	+$26.8K	0.02%	291

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Square's MDU Position: Q2 2020 in Review

Capital Square sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 2,548 shares — an estimated $21K sold.

Capital Square first reported a position in MDU in Q1 2020 and held it in 1 quarter. The position peaked at $21K in Q1 2020. 337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

Capital Square reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
Capital Square sold 2,548 MDU Resources shares in Q2 2020, an estimated $21K.
Capital Square first reported a position in MDU Resources in Q1 2020 and held it in 1 quarter.
Capital Square's MDU Resources position peaked at $21K in Q1 2020.
337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.