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ClariVest Asset Management’s MDU Resources MDU Stock Holding History

ClariVest Asset Management’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
Q4 		– Sell
-219,351
Closed -$1.88M – 794
2020
Q3 		$1.88M Sell
219,351
-50,317
-19% -$432K 0.06% 239
2020
Q2 		$2.27M Sell
269,668
-35,496
-12% -$295K 0.06% 215
2020
Q1 		$2.49M Buy
+305,164
New +$3.21M 0.07% 178

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

ClariVest Asset Management's MDU Position: Q4 2020 in Review

ClariVest Asset Management sold out of MDU Resources (MDU) in Q4 2020, closing a stake of 219,351 shares — an estimated $1.88M sold.

ClariVest Asset Management first reported a position in MDU in Q1 2020 and held it in 3 quarters. The position peaked at $2.49M in Q1 2020. 377 funds tracked by Wall St. Rank hold MDU as of Q4 2020.

  • ClariVest Asset Management reported no remaining MDU Resources position as of Q4 2020 after selling out during the quarter.
  • ClariVest Asset Management sold 219,351 MDU Resources shares in Q4 2020, an estimated $1.88M.
  • ClariVest Asset Management first reported a position in MDU Resources in Q1 2020 and held it in 3 quarters.
  • ClariVest Asset Management's MDU Resources position peaked at $2.49M in Q1 2020.
  • 377 funds tracked by Wall St. Rank held MDU Resources as of Q4 2020.

Based on ClariVest Asset Management's 13F filing for Q4 2020, filed 9 Feb 2021.