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Harbour Investment Management’s MDU Resources MDU Stock Holding History

Harbour 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
2023
Q3 		– Sell
-18,086
Closed -$212K – 76
2023
Q2 		$212K Sell
18,086
-8,528
-32% -$95.9K 0.11% 71
2023
Q1 		$311K Sell
26,614
-198
-0.7% -$2.3K 0.17% 65
2022
Q4 		$312K Sell
26,812
-789
-3% -$8.87K 0.18% 64
2022
Q3 		$289K Sell
27,601
-32,702
-54% -$361K 0.18% 64
2022
Q2 		$619K Sell
60,303
-1,052
-2% -$10.7K 0.37% 56
2022
Q1 		$622K Sell
61,355
-1,121
-2% -$11.9K 0.3% 57
2021
Q4 		$733K Buy
62,476
+924
+2% +$10.4K 0.33% 57
2021
Q3 		$694K Buy
61,552
+17,238
+39% +$206K 0.35% 57
2021
Q2 		$528K Hold
44,314
– – 0.26% 57
2021
Q1 		$533K Buy
+44,314
New +$483K 0.28% 55

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Harbour Investment Management's MDU Position: Q3 2023 in Review

Harbour Investment Management sold out of MDU Resources (MDU) in Q3 2023, closing a stake of 18,086 shares — an estimated $212K sold.

Harbour Investment Management first reported a position in MDU in Q1 2021 and held it in 10 quarters. The position peaked at $733K in Q4 2021. 377 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

  • Harbour Investment Management reported no remaining MDU Resources position as of Q3 2023 after selling out during the quarter.
  • Harbour Investment Management sold 18,086 MDU Resources shares in Q3 2023, an estimated $212K.
  • Harbour Investment Management first reported a position in MDU Resources in Q1 2021 and held it in 10 quarters.
  • Harbour Investment Management's MDU Resources position peaked at $733K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on Harbour Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.