Great Diamond Partners’s MDU Resources MDU Stock Holding History

Great Diamond Partners’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	-463	Closed	-$5K	–	409
2019 Q4	$5K	Buy	+463	New	+$5.05K	﹤0.01%	598

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Great Diamond Partners's MDU Position: Q1 2020 in Review

Great Diamond Partners sold out of MDU Resources (MDU) in Q1 2020, closing a stake of 463 shares — an estimated $5K sold.

Great Diamond Partners first reported a position in MDU in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 353 funds tracked by Wall St. Rank hold MDU as of Q1 2020.

Great Diamond Partners reported no remaining MDU Resources position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 463 MDU Resources shares in Q1 2020, an estimated $5K.
Great Diamond Partners first reported a position in MDU Resources in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's MDU Resources position peaked at $5K in Q4 2019.
353 funds tracked by Wall St. Rank held MDU Resources as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.