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Horizon Investment Services’s MDU Resources MDU Stock Holding History

Horizon Investment Services’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
Q1 		– Sell
-19,267
Closed -$226K – 129
2021
Q4 		$226K Sell
19,267
-244,187
-93% -$2.75M 0.1% 116
2021
Q3 		$2.97M Sell
263,454
-10,585
-4% -$127K 1.46% 19
2021
Q2 		$3.27M Buy
274,039
+48,629
+22% +$610K 1.6% 20
2021
Q1 		$2.71M Buy
225,410
+185,933
+471% +$2.03M 1.46% 23
2020
Q4 		$395K Buy
39,477
+1,217
+3% +$11.4K 0.24% 74
2020
Q3 		$327K Sell
38,260
-3,442
-8% -$29.5K 0.22% 79
2020
Q2 		$352K Buy
41,702
+1,262
+3% +$10.5K 0.25% 75
2020
Q1 		$331K Sell
40,440
-8,960
-18% -$94.3K 0.29% 74
2019
Q4 		$558K Sell
49,400
-6,151
-11% -$67.2K 0.37% 64
2019
Q3 		$595K Buy
55,551
+1,822
+3% +$18.6K 0.4% 64
2019
Q2 		$527K Sell
53,729
-1,662
-3% -$16.2K 0.36% 64
2019
Q1 		$544K Sell
55,391
-4,484
-7% -$43.5K 0.37% 61
2018
Q4 		$543K Sell
59,875
-15,974
-21% -$156K 0.43% 55
2018
Q3 		$741K Sell
75,849
-3,224
-4% -$34.5K 0.39% 54
2018
Q2 		$862K Buy
79,073
+9,286
+13% +$99.1K 0.43% 51
2018
Q1 		$747K Buy
+69,787
New +$709K 0.34% 61

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Horizon Investment Services's MDU Position: Q1 2022 in Review

Horizon Investment Services sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 19,267 shares — an estimated $226K sold.

Horizon Investment Services first reported a position in MDU in Q1 2018 and held it in 16 quarters. The position peaked at $3.27M in Q2 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

  • Horizon Investment Services reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
  • Horizon Investment Services sold 19,267 MDU Resources shares in Q1 2022, an estimated $226K.
  • Horizon Investment Services first reported a position in MDU Resources in Q1 2018 and held it in 16 quarters.
  • Horizon Investment Services's MDU Resources position peaked at $3.27M in Q2 2021.
  • 411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Horizon Investment Services's 13F filing for Q1 2022, filed 10 May 2022.