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Donoghue Forlines’s MDU Resources MDU Stock Holding History

Donoghue Forlines’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
-133,788
Closed -$1.15M – 277
2020
Q3 		$1.15M Buy
+133,788
New +$1.15M 0.31% 98
2020
Q1 		– Sell
-203,614
Closed -$2.3M – 118
2019
Q4 		$2.3M Buy
+203,614
New +$2.22M 0.36% 88

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

Donoghue Forlines's MDU Position: Q4 2020 in Review

Donoghue Forlines sold out of MDU Resources (MDU) in Q4 2020, closing a stake of 133,788 shares — an estimated $1.15M sold.

Donoghue Forlines first reported a position in MDU in Q4 2019 and held it in 2 quarters. The position peaked at $2.3M in Q4 2019. 377 funds tracked by Wall St. Rank hold MDU as of Q4 2020.

  • Donoghue Forlines reported no remaining MDU Resources position as of Q4 2020 after selling out during the quarter.
  • Donoghue Forlines sold 133,788 MDU Resources shares in Q4 2020, an estimated $1.15M.
  • Donoghue Forlines first reported a position in MDU Resources in Q4 2019 and held it in 2 quarters.
  • Donoghue Forlines's MDU Resources position peaked at $2.3M in Q4 2019.
  • 377 funds tracked by Wall St. Rank held MDU Resources as of Q4 2020.

Based on Donoghue Forlines's 13F filing for Q4 2020, filed 9 Feb 2021.