Convergence Investment Partners’s MDU Resources MDU Stock Holding History

Convergence Investment 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
2022 Q1	–	Sell	-15,061	Closed	-$177K	–	237
2021 Q4	$177K	Sell	15,061 -98,676	-87%	-$1.11M	0.09%	197
2021 Q3	$1.28M	Buy	113,737 +94,773	+500%	+$1.13M	0.69%	53
2021 Q2	$226K	Buy	18,964 +1,373	+8%	+$17.2K	0.1%	193
2021 Q1	$211K	Sell	17,591 -1,065	-6%	-$11.6K	0.1%	195
2020 Q4	$187K	Sell	18,656 -64,806	-78%	-$606K	0.09%	192
2020 Q3	$714K	Sell	83,462 -21,594	-21%	-$185K	0.25%	143
2020 Q2	$886K	Buy	105,056 +13,139	+14%	+$109K	0.3%	118
2020 Q1	$751K	Sell	91,917 -12,913	-12%	-$136K	0.33%	98
2019 Q4	$1.18M	Buy	+104,830	New	+$1.14M	0.34%	102
2018 Q2	–	Sell	-2,480	Closed	-$27K	–	655
2018 Q1	$27K	Sell	2,480 -252,340	-99%	-$2.56M	﹤0.01%	534
2017 Q4	$2.6M	Buy	254,820 +92,648	+57%	+$949K	0.35%	105
2017 Q3	$1.6M	Buy	+162,172	New	+$1.62M	0.23%	171
2016 Q3	–	Sell	-151,552	Closed	-$1.38M	–	369
2016 Q2	$1.38M	Buy	+151,552	New	+$1.23M	0.19%	201
2015 Q2	–	Sell	-286,684	Closed	-$2.33M	–	387
2015 Q1	$2.33M	Buy	+286,684	New	+$2.43M	0.32%	107

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Convergence Investment Partners's MDU Position: Q1 2022 in Review

Convergence Investment Partners sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 15,061 shares — an estimated $177K sold.

Convergence Investment Partners first reported a position in MDU in Q1 2015 and held it in 14 quarters. The position peaked at $2.6M in Q4 2017. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

Convergence Investment Partners reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
Convergence Investment Partners sold 15,061 MDU Resources shares in Q1 2022, an estimated $177K.
Convergence Investment Partners first reported a position in MDU Resources in Q1 2015 and held it in 14 quarters.
Convergence Investment Partners's MDU Resources position peaked at $2.6M in Q4 2017.
411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Convergence Investment Partners's 13F filing for Q1 2022, filed 26 Apr 2022.