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Foresight Capital Management Advisors’s MDU Resources MDU Stock Holding History

Foresight Capital Management Advisors’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
Q3 		$1.86M Sell
178,432
-3,398
-2% -$37.5K 3.2% 11
2022
Q2 		$1.87M Sell
181,830
-1,660
-0.9% -$16.9K 2.85% 12
2022
Q1 		$1.86M Buy
183,490
+9,234
+5% +$97.8K 2.07% 29
2021
Q4 		$2.04M Buy
+174,256
New +$1.96M 1.99% 24

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 $3.37T AUM 44.26% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Foresight Capital Management Advisors's MDU Position: Q3 2022 in Review

Foresight Capital Management Advisors reduced its MDU Resources (MDU) stake by 1.9% in Q3 2022, selling an estimated $37.5K and leaving 178,432 shares worth $1.86M. The position accounts for 3.2% of the portfolio, ranked #11.

Foresight Capital Management Advisors first reported a position in MDU in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.04M in Q4 2021. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

  • Foresight Capital Management Advisors held 178,432 shares of MDU Resources worth $1.86M as of Q3 2022.
  • Foresight Capital Management Advisors sold 3,398 MDU Resources shares in Q3 2022, an estimated $37.5K.
  • MDU Resources made up 3.2% of Foresight Capital Management Advisors's portfolio in Q3 2022, its #11 holding.
  • Foresight Capital Management Advisors first reported a position in MDU Resources in Q4 2021 and has held it in 4 quarters since.
  • Foresight Capital Management Advisors's MDU Resources position peaked at $2.04M in Q4 2021.
  • 378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on Foresight Capital Management Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.