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CSat Investment Advisory’s MDU Resources MDU Stock Holding History

CSat Investment Advisory’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
Q2 		– Sell
-1,452
Closed -$12K – 1139
2020
Q1 		$12K Buy
1,452
+263
+22% +$2.77K ﹤0.01% 860
2019
Q4 		$13K Buy
1,189
+148
+14% +$1.62K ﹤0.01% 915
2019
Q3 		$11K Buy
1,041
+147
+16% +$1.5K ﹤0.01% 889
2019
Q2 		$9K Buy
+894
New +$8.71K ﹤0.01% 908

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CSat Investment Advisory's MDU Position: Q2 2020 in Review

CSat Investment Advisory sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 1,452 shares — an estimated $12K sold.

CSat Investment Advisory first reported a position in MDU in Q2 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

  • CSat Investment Advisory reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,452 MDU Resources shares in Q2 2020, an estimated $12K.
  • CSat Investment Advisory first reported a position in MDU Resources in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's MDU Resources position peaked at $13K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on CSat Investment Advisory's 13F filing for Q2 2020, filed 7 Aug 2020.