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Itau Unibanco Holding S.A.’s MDU Resources MDU Stock Holding History

Itau Unibanco Holding S.A.’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
-3,332
Closed -$38.7K – 535
2023
Q2 		$38.7K Buy
+3,332
New +$37.5K ﹤0.01% 363
2020
Q1 		– Sell
-1,378
Closed -$16K – 674
2019
Q4 		$16K Buy
+1,378
New +$15K ﹤0.01% 828
2018
Q3 		– Sell
-20,702
Closed -$226K – 716
2018
Q2 		$226K Buy
+20,702
New +$221K 0.02% 268
2016
Q4 		– Sell
-736
Closed -$7K – 492
2016
Q3 		$7K Buy
+736
New +$6.72K ﹤0.01% 353

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

Itau Unibanco Holding S.A.'s MDU Position: Q3 2023 in Review

Itau Unibanco Holding S.A. sold out of MDU Resources (MDU) in Q3 2023, closing a stake of 3,332 shares — an estimated $38.7K sold.

Itau Unibanco Holding S.A. first reported a position in MDU in Q3 2016 and held it in 4 quarters. The position peaked at $226K in Q2 2018. 376 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

  • Itau Unibanco Holding S.A. reported no remaining MDU Resources position as of Q3 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 3,332 MDU Resources shares in Q3 2023, an estimated $38.7K.
  • Itau Unibanco Holding S.A. first reported a position in MDU Resources in Q3 2016 and held it in 4 quarters.
  • Itau Unibanco Holding S.A.'s MDU Resources position peaked at $226K in Q2 2018.
  • 376 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2023, filed 14 Nov 2023.