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Empirical Finance’s MDU Resources MDU Stock Holding History

Empirical Finance’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
Q2 		– Sell
-40,258
Closed -$408K – 485
2022
Q1 		$408K Hold
40,258
– – 0.05% 356
2021
Q4 		$472K Sell
40,258
-33,489
-45% -$378K 0.06% 317
2021
Q3 		$832K Hold
73,747
– – 0.13% 164
2021
Q2 		$879K Buy
+73,747
New +$924K 0.14% 167

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empirical Finance's MDU Position: Q2 2022 in Review

Empirical Finance sold out of MDU Resources (MDU) in Q2 2022, closing a stake of 40,258 shares — an estimated $408K sold.

Empirical Finance first reported a position in MDU in Q2 2021 and held it in 4 quarters. The position peaked at $879K in Q2 2021. 391 funds tracked by Wall St. Rank hold MDU as of Q2 2022.

  • Empirical Finance reported no remaining MDU Resources position as of Q2 2022 after selling out during the quarter.
  • Empirical Finance sold 40,258 MDU Resources shares in Q2 2022, an estimated $408K.
  • Empirical Finance first reported a position in MDU Resources in Q2 2021 and held it in 4 quarters.
  • Empirical Finance's MDU Resources position peaked at $879K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q2 2022.

Based on Empirical Finance's 13F filing for Q2 2022, filed 1 Aug 2022.