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CCM Investment Advisers’s MDU Resources MDU Stock Holding History

CCM Investment Advisers’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
2022
Q2 		– Sell
-1,008,879
Closed -$10.2M – 66
2022
Q1 		$10.2M Sell
1,008,879
-381,707
-27% -$4.04M 1.39% 46
2021
Q4 		$16.3M Buy
1,390,586
+10,483
+0.8% +$118K 1.98% 17
2021
Q3 		$15.6M Sell
1,380,103
-1,920
-0.1% -$23K 2.02% 11
2021
Q2 		$16.5M Sell
1,382,023
-19,253
-1% -$241K 2.11% 9
2021
Q1 		$16.8M Buy
1,401,276
+50,749
+4% +$553K 2.28% 8
2020
Q4 		$13.5M Sell
1,350,527
-68,133
-5% -$637K 1.96% 16
2020
Q3 		$12.1M Buy
1,418,660
+61,058
+4% +$524K 1.97% 14
2020
Q2 		$11.4M Buy
1,357,602
+93,345
+7% +$776K 1.95% 17
2020
Q1 		$10.3M Sell
1,264,257
-13,141
-1% -$138K 2.06% 17
2019
Q4 		$14.4M Buy
1,277,398
+340,275
+36% +$3.71M 2.25% 11
2019
Q3 		$10M Buy
+937,123
New +$9.57M 1.65% 35

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

CCM Investment Advisers's MDU Position: Q2 2022 in Review

CCM Investment Advisers sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 1,008,879 shares — an estimated $10.2M sold.

CCM Investment Advisers first reported a position in MDU in Q3 2019 and held it in 11 quarters. The position peaked at $16.8M in Q1 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

  • CCM Investment Advisers reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
  • CCM Investment Advisers sold 1,008,879 MDU Resources shares in Q2 2022, an estimated $10.2M.
  • CCM Investment Advisers first reported a position in MDU Resources in Q3 2019 and held it in 11 quarters.
  • CCM Investment Advisers's MDU Resources position peaked at $16.8M in Q1 2021.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on CCM Investment Advisers's 13F filing for Q2 2022, filed 27 Jul 2022.