HIM
MDU icon

Hermes Investment Management’s MDU Resources MDU Stock Holding History

Hermes 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
2018
Q2 		$43.9M Buy
4,022,759
+57,368
+1% +$612K 0.58% 64
2018
Q1 		$42.5M Buy
3,965,391
+10,336
+0.3% +$105K 0.62% 56
2017
Q4 		$40.4M Buy
3,955,055
+164,323
+4% +$1.68M 0.58% 65
2017
Q3 		$37.4M Sell
3,790,732
-134,903
-3% -$1.35M 0.56% 64
2017
Q2 		$39.1M Sell
3,925,635
-423,766
-10% -$4.33M 0.64% 55
2017
Q1 		$45.3M Buy
4,349,401
+62,567
+1% +$654K 0.73% 55
2016
Q4 		$46.9M Buy
4,286,834
+572,061
+15% +$5.91M 0.8% 51
2016
Q3 		$35.9M Buy
3,714,773
+150,059
+4% +$1.37M 0.61% 68
2016
Q2 		$32.5M Buy
3,564,714
+411,600
+13% +$3.35M 0.65% 66
2016
Q1 		$23.3M Sell
3,153,114
-64,798
-2% -$437K 0.49% 85
2015
Q4 		$22.4M Buy
3,217,912
+119,345
+4% +$827K 0.51% 84
2015
Q3 		$20.3M Sell
3,098,567
-24,932
-0.8% -$170K 0.52% 90
2015
Q2 		$23.2M Buy
3,123,499
+58,526
+2% +$470K 0.52% 91
2015
Q1 		$24.9M Buy
3,064,973
+369,096
+14% +$3.13M 0.58% 83
2014
Q4 		$24.1M Sell
2,695,877
-638,772
-19% -$6.16M 0.62% 67
2014
Q3 		$35.3M Buy
3,334,649
+56,958
+2% +$678K 0.91% 35
2014
Q2 		$43.7M Sell
3,277,691
-741,302
-18% -$9.68M 1.21% 15
2014
Q1 		$52.4M Sell
4,018,993
-1,047,399
-21% -$13M 1.65% 7
2013
Q4 		$58.9M Sell
5,066,392
-143,631
-3% -$1.62M 1.8% 7
2013
Q3 		$55.4M Buy
5,210,023
+577,678
+12% +$6.09M 1.87% 4
2013
Q2 		$45.6M Buy
+4,632,345
New +$44.6M 1.78% 6

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Hermes Investment Management's MDU Position: Q2 2018 in Review

Hermes Investment Management increased its MDU Resources (MDU) stake by 1.4% in Q2 2018, buying an estimated $612K and bringing the position to 4,022,759 shares worth $43.9M. The position accounts for 0.58% of the portfolio, ranked #64.

Hermes Investment Management first reported a position in MDU in Q2 2013 and has held it in 21 quarters since. The position peaked at $58.9M in Q4 2013. 350 funds tracked by Wall St. Rank hold MDU as of Q2 2018.

  • Hermes Investment Management held 4,022,759 shares of MDU Resources worth $43.9M as of Q2 2018.
  • Hermes Investment Management bought 57,368 MDU Resources shares in Q2 2018, an estimated $612K.
  • MDU Resources made up 0.58% of Hermes Investment Management's portfolio in Q2 2018, its #64 holding.
  • Hermes Investment Management first reported a position in MDU Resources in Q2 2013 and has held it in 21 quarters since.
  • Hermes Investment Management's MDU Resources position peaked at $58.9M in Q4 2013.
  • 350 funds tracked by Wall St. Rank held MDU Resources as of Q2 2018.

Based on Hermes Investment Management's 13F filing for Q2 2018, filed 24 Jul 2018.