CWM
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CIBC World Markets’s MDU Resources MDU Stock Holding History

CIBC World Markets’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
2024
Q2 		– Sell
-20,079
Closed -$280K – 759
2024
Q1 		$280K Buy
+20,079
New +$232K ﹤0.01% 780
2021
Q2 		– Sell
-56,624
Closed -$681K – 814
2021
Q1 		$681K Buy
+56,624
New +$617K ﹤0.01% 712
2020
Q1 		– Sell
-147,274
Closed -$1.66M – 672
2019
Q4 		$1.66M Buy
+147,274
New +$1.61M 0.01% 618
2019
Q1 		– Sell
-79,423
Closed -$720K – 674
2018
Q4 		$720K Sell
79,423
-384,226
-83% -$3.75M 0.01% 583
2018
Q3 		$4.53M Sell
463,649
-291,917
-39% -$3.12M 0.04% 368
2018
Q2 		$8.24M Hold
755,566
– – 0.07% 274
2018
Q1 		$8.09M Buy
+755,566
New +$7.67M 0.09% 211

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC World Markets's MDU Position: Q2 2024 in Review

CIBC World Markets sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 20,079 shares — an estimated $280K sold.

CIBC World Markets first reported a position in MDU in Q1 2018 and held it in 7 quarters. The position peaked at $8.24M in Q2 2018. 384 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • CIBC World Markets reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • CIBC World Markets sold 20,079 MDU Resources shares in Q2 2024, an estimated $280K.
  • CIBC World Markets first reported a position in MDU Resources in Q1 2018 and held it in 7 quarters.
  • CIBC World Markets's MDU Resources position peaked at $8.24M in Q2 2018.
  • 384 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on CIBC World Markets's 13F filing for Q2 2024, filed 12 Aug 2024.