Intrinsic Edge Capital Management’s MDU Resources MDU Stock Holding History

Intrinsic Edge Capital 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
2020 Q2	–	Sell	-1,063,226	Closed	-$8.69M	–	243
2020 Q1	$8.69M	Buy	1,063,226 +69,429	+7%	+$731K	1.15%	24
2019 Q4	$11.2M	Sell	993,797 -236,421	-19%	-$2.58M	1.41%	20
2019 Q3	$13.2M	Sell	1,230,218 -876,354	-42%	-$8.95M	1.47%	16
2019 Q2	$20.7M	Buy	+2,106,572	New	+$20.5M	2.46%	6
2018 Q1	–	Sell	-109,624	Closed	-$1.12M	–	161
2017 Q4	$1.12M	Buy	+109,624	New	+$1.12M	0.19%	87

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Intrinsic Edge Capital Management's MDU Position: Q2 2020 in Review

Intrinsic Edge Capital Management sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 1,063,226 shares — an estimated $8.69M sold.

Intrinsic Edge Capital Management first reported a position in MDU in Q4 2017 and held it in 5 quarters. The position peaked at $20.7M in Q2 2019. 337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

Intrinsic Edge Capital Management reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
Intrinsic Edge Capital Management sold 1,063,226 MDU Resources shares in Q2 2020, an estimated $8.69M.
Intrinsic Edge Capital Management first reported a position in MDU Resources in Q4 2017 and held it in 5 quarters.
Intrinsic Edge Capital Management's MDU Resources position peaked at $20.7M in Q2 2019.
337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.