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Freedom Investment Management’s MDU Resources MDU Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-27,293
Closed -$230K – 581
2020
Q2 		$230K Sell
27,293
-389
-1% -$3.23K 0.03% 477
2020
Q1 		$326K Sell
27,682
-700
-2% -$7.37K 0.03% 464
2019
Q4 		$321K Sell
28,382
-1,538
-5% -$16.8K 0.03% 467
2019
Q3 		$321K Buy
29,920
+1,499
+5% +$15.3K 0.03% 479
2019
Q2 		$279K Buy
28,421
+2,559
+10% +$24.9K 0.02% 551
2019
Q1 		$254K Sell
25,862
-7,777
-23% -$75.5K 0.02% 569
2018
Q4 		$305K Sell
33,639
-5,736
-15% -$56K 0.02% 572
2018
Q3 		$416K Sell
39,375
-4,733
-11% -$50.6K 0.03% 607
2018
Q2 		$481K Buy
44,108
+21,173
+92% +$226K 0.03% 573
2018
Q1 		$246K Buy
22,935
+2,632
+13% +$26.7K 0.01% 954
2017
Q4 		$208K Sell
20,303
-297
-1% -$3.04K 0.01% 1029
2017
Q3 		$203K Buy
+20,600
New +$206K 0.01% 1012
2016
Q4 		– Sell
-41,997
Closed -$406K – 1026
2016
Q3 		$406K Buy
41,997
+15,272
+57% +$139K 0.03% 509
2016
Q2 		$244K Buy
+26,725
New +$218K 0.02% 675

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Investment Management's MDU Position: Q3 2020 in Review

Freedom Investment Management sold out of MDU Resources (MDU) in Q3 2020, closing a stake of 27,293 shares — an estimated $230K sold.

Freedom Investment Management first reported a position in MDU in Q2 2016 and held it in 14 quarters. The position peaked at $481K in Q2 2018. 350 funds tracked by Wall St. Rank hold MDU as of Q3 2020.

  • Freedom Investment Management reported no remaining MDU Resources position as of Q3 2020 after selling out during the quarter.
  • Freedom Investment Management sold 27,293 MDU Resources shares in Q3 2020, an estimated $230K.
  • Freedom Investment Management first reported a position in MDU Resources in Q2 2016 and held it in 14 quarters.
  • Freedom Investment Management's MDU Resources position peaked at $481K in Q2 2018.
  • 350 funds tracked by Wall St. Rank held MDU Resources as of Q3 2020.

Based on Freedom Investment Management's 13F filing for Q3 2020, filed 10 Nov 2020.