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Fort LP’s MDU Resources MDU Stock Holding History

Fort LP’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
Q1 		– Sell
-2,727
Closed -$31K – 428
2019
Q4 		$31K Buy
+2,727
New +$29.8K 0.01% 420
2019
Q3 		– Sell
-9,357
Closed -$92K – 468
2019
Q2 		$92K Buy
9,357
+7,264
+347% +$70.7K 0.02% 344
2019
Q1 		$21K Sell
2,093
-542
-21% -$5.26K ﹤0.01% 413
2018
Q4 		$24K Sell
2,635
-1,468
-36% -$14.3K 0.01% 382
2018
Q3 		$40K Buy
+4,103
New +$43.9K 0.01% 346

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fort LP's MDU Position: Q1 2020 in Review

Fort LP sold out of MDU Resources (MDU) in Q1 2020, closing a stake of 2,727 shares — an estimated $31K sold.

Fort LP first reported a position in MDU in Q3 2018 and held it in 5 quarters. The position peaked at $92K in Q2 2019. 353 funds tracked by Wall St. Rank hold MDU as of Q1 2020.

  • Fort LP reported no remaining MDU Resources position as of Q1 2020 after selling out during the quarter.
  • Fort LP sold 2,727 MDU Resources shares in Q1 2020, an estimated $31K.
  • Fort LP first reported a position in MDU Resources in Q3 2018 and held it in 5 quarters.
  • Fort LP's MDU Resources position peaked at $92K in Q2 2019.
  • 353 funds tracked by Wall St. Rank held MDU Resources as of Q1 2020.

Based on Fort LP's 13F filing for Q1 2020, filed 14 May 2020.