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FORA Capital’s MDU Resources MDU Stock Holding History

FORA Capital’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
Q4 		– Sell
-34,980
Closed -$364K – 591
2022
Q3 		$364K Buy
34,980
+13,880
+66% +$153K 0.07% 296
2022
Q2 		$217K Buy
+21,100
New +$214K 0.04% 391
2021
Q4 		– Sell
-19,096
Closed -$215K – 396
2021
Q3 		$215K Buy
+19,096
New +$229K 0.05% 325
2020
Q3 		– Sell
-9,005
Closed -$76K – 855
2020
Q2 		$76K Buy
+9,005
New +$74.8K 0.03% 562
2020
Q1 		– Sell
-43,782
Closed -$495K – 1213
2019
Q4 		$495K Buy
+43,782
New +$478K 0.05% 396

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FORA Capital's MDU Position: Q4 2022 in Review

FORA Capital sold out of MDU Resources (MDU) in Q4 2022, closing a stake of 34,980 shares — an estimated $364K sold.

FORA Capital first reported a position in MDU in Q4 2019 and held it in 5 quarters. The position peaked at $495K in Q4 2019. 404 funds tracked by Wall St. Rank hold MDU as of Q4 2022.

  • FORA Capital reported no remaining MDU Resources position as of Q4 2022 after selling out during the quarter.
  • FORA Capital sold 34,980 MDU Resources shares in Q4 2022, an estimated $364K.
  • FORA Capital first reported a position in MDU Resources in Q4 2019 and held it in 5 quarters.
  • FORA Capital's MDU Resources position peaked at $495K in Q4 2019.
  • 404 funds tracked by Wall St. Rank held MDU Resources as of Q4 2022.

Based on FORA Capital's 13F filing for Q4 2022, filed 8 Feb 2023.