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Goelzer Investment Management’s MDU Resources MDU Stock Holding History

Goelzer 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
2021
Q3 		– Sell
-17,297
Closed -$206K – 218
2021
Q2 		$206K Hold
17,297
– – 0.02% 212
2021
Q1 		$208K Buy
+17,297
New +$189K 0.02% 199
2018
Q3 		– Sell
-19,361
Closed -$211K – 207
2018
Q2 		$211K Sell
19,361
-6,246
-24% -$66.6K 0.02% 199
2018
Q1 		$274K Buy
25,607
+670
+3% +$6.8K 0.03% 185
2017
Q4 		$255K Buy
24,937
+1,276
+5% +$13.1K 0.03% 194
2017
Q3 		$233K Buy
23,661
+486
+2% +$4.85K 0.03% 193
2017
Q2 		$231K Hold
23,175
– – 0.03% 189
2017
Q1 		$241K Sell
23,175
-670
-3% -$7K 0.03% 184
2016
Q4 		$261K Buy
+23,845
New +$247K 0.03% 184
2015
Q1 		– Sell
-22,557
Closed -$202K – 198
2014
Q4 		$202K Hold
22,557
– – 0.03% 195
2014
Q3 		$239K Sell
22,557
-1,314
-6% -$15.6K 0.04% 186
2014
Q2 		$319K Sell
23,871
-3,288
-12% -$43K 0.05% 170
2014
Q1 		$354K Hold
27,159
– – 0.06% 162
2013
Q4 		$315K Hold
27,159
– – 0.06% 172
2013
Q3 		$289K Sell
27,159
-27,159
-50% -$286K 0.06% 164
2013
Q2 		$535K Buy
+54,318
New +$523K 0.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goelzer Investment Management's MDU Position: Q3 2021 in Review

Goelzer Investment Management sold out of MDU Resources (MDU) in Q3 2021, closing a stake of 17,297 shares — an estimated $206K sold.

Goelzer Investment Management first reported a position in MDU in Q2 2013 and held it in 16 quarters. The position peaked at $535K in Q2 2013. 391 funds tracked by Wall St. Rank hold MDU as of Q3 2021.

  • Goelzer Investment Management reported no remaining MDU Resources position as of Q3 2021 after selling out during the quarter.
  • Goelzer Investment Management sold 17,297 MDU Resources shares in Q3 2021, an estimated $206K.
  • Goelzer Investment Management first reported a position in MDU Resources in Q2 2013 and held it in 16 quarters.
  • Goelzer Investment Management's MDU Resources position peaked at $535K in Q2 2013.
  • 391 funds tracked by Wall St. Rank held MDU Resources as of Q3 2021.

Based on Goelzer Investment Management's 13F filing for Q3 2021, filed 29 Oct 2021.