Chicago Equity Partners’s MDU Resources MDU Stock Holding History

Chicago Equity Partners’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	$1.62M	Buy	198,122 +51,808	+35%	+$545K	0.16%	186
2019 Q4	$1.65M	Buy	+146,314	New	+$1.6M	0.09%	317
2019 Q1	–	Sell	-279,110	Closed	-$2.53M	–	893
2018 Q4	$2.53M	Sell	279,110 -74,649	-21%	-$728K	0.1%	281
2018 Q3	$3.46M	Sell	353,759 -33,649	-9%	-$360K	0.1%	280
2018 Q2	$4.22M	Buy	387,408 +110,323	+40%	+$1.18M	0.13%	231
2018 Q1	$2.97M	Buy	+277,085	New	+$2.81M	0.09%	289
2017 Q4	–	Sell	-143,986	Closed	-$1.42M	–	799
2017 Q3	$1.42M	Hold	143,986	–	–	0.04%	435
2017 Q2	$1.43M	Buy	143,986 +84,156	+141%	+$861K	0.04%	431
2017 Q1	$623K	Sell	59,830 -174,887	-75%	-$1.83M	0.02%	552
2016 Q4	$2.57M	Buy	+234,717	New	+$2.43M	0.07%	287
2014 Q3	–	Sell	-28,061	Closed	-$374K	–	478
2014 Q2	$374K	Sell	28,061 -1,972	-7%	-$25.8K	0.01%	343
2014 Q1	$391K	Sell	30,033 -21,986	-42%	-$273K	0.01%	348
2013 Q4	$604K	Buy	52,019 +13,031	+33%	+$147K	0.02%	299
2013 Q3	$414K	Buy	+38,988	New	+$411K	0.01%	350

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Chicago Equity Partners's MDU Position: Q1 2020 in Review

Chicago Equity Partners increased its MDU Resources (MDU) stake by 35% in Q1 2020, buying an estimated $545K and bringing the position to 198,122 shares worth $1.62M. The position accounts for 0.16% of the portfolio, ranked #186.

Chicago Equity Partners first reported a position in MDU in Q3 2013 and has held it in 14 quarters since. The position peaked at $4.22M in Q2 2018. 353 funds tracked by Wall St. Rank hold MDU as of Q1 2020.

Chicago Equity Partners held 198,122 shares of MDU Resources worth $1.62M as of Q1 2020.
Chicago Equity Partners bought 51,808 MDU Resources shares in Q1 2020, an estimated $545K.
MDU Resources made up 0.16% of Chicago Equity Partners's portfolio in Q1 2020, its #186 holding.
Chicago Equity Partners first reported a position in MDU Resources in Q3 2013 and has held it in 14 quarters since.
Chicago Equity Partners's MDU Resources position peaked at $4.22M in Q2 2018.
353 funds tracked by Wall St. Rank held MDU Resources as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.