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Goodman Financial’s MDU Resources MDU Stock Holding History

Goodman Financial’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
-890,600
Closed -$9.26M – 50
2022
Q3 		$9.26M Buy
890,600
+75,199
+9% +$830K 3.1% 8
2022
Q2 		$8.37M Buy
815,401
+23,261
+3% +$236K 2.77% 18
2022
Q1 		$8.03M Buy
792,140
+24,358
+3% +$258K 2.28% 26
2021
Q4 		$9M Buy
767,782
+26,286
+4% +$296K 2.36% 22
2021
Q3 		$8.37M Buy
741,496
+21,181
+3% +$254K 2.29% 24
2021
Q2 		$8.58M Buy
720,315
+20,918
+3% +$262K 2.63% 18
2021
Q1 		$8.41M Buy
+699,397
New +$7.62M 2.69% 16

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
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

Goodman Financial's MDU Position: Q4 2022 in Review

Goodman Financial sold out of MDU Resources (MDU) in Q4 2022, closing a stake of 890,600 shares — an estimated $9.26M sold.

Goodman Financial first reported a position in MDU in Q1 2021 and held it in 7 quarters. The position peaked at $9.26M in Q3 2022. 404 funds tracked by Wall St. Rank hold MDU as of Q4 2022.

  • Goodman Financial reported no remaining MDU Resources position as of Q4 2022 after selling out during the quarter.
  • Goodman Financial sold 890,600 MDU Resources shares in Q4 2022, an estimated $9.26M.
  • Goodman Financial first reported a position in MDU Resources in Q1 2021 and held it in 7 quarters.
  • Goodman Financial's MDU Resources position peaked at $9.26M in Q3 2022.
  • 404 funds tracked by Wall St. Rank held MDU Resources as of Q4 2022.

Based on Goodman Financial's 13F filing for Q4 2022, filed 9 Feb 2023.