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J. Goldman & Co’s MDU Resources MDU Stock Holding History

J. Goldman & Co’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
2024
Q1 		– Sell
-3,324,492
Closed -$36.5M – 476
2023
Q4 		$36.5M Buy
3,324,492
+427,258
+15% +$4.51M 1.48% 11
2023
Q3 		$31.4M Buy
+2,897,234
New +$33.4M 1.1% 24

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

J. Goldman & Co's MDU Position: Q1 2024 in Review

J. Goldman & Co sold out of MDU Resources (MDU) in Q1 2024, closing a stake of 3,324,492 shares — an estimated $36.5M sold.

J. Goldman & Co first reported a position in MDU in Q3 2023 and held it in 2 quarters. The position peaked at $36.5M in Q4 2023. 392 funds tracked by Wall St. Rank hold MDU as of Q1 2024.

  • J. Goldman & Co reported no remaining MDU Resources position as of Q1 2024 after selling out during the quarter.
  • J. Goldman & Co sold 3,324,492 MDU Resources shares in Q1 2024, an estimated $36.5M.
  • J. Goldman & Co first reported a position in MDU Resources in Q3 2023 and held it in 2 quarters.
  • J. Goldman & Co's MDU Resources position peaked at $36.5M in Q4 2023.
  • 392 funds tracked by Wall St. Rank held MDU Resources as of Q1 2024.

Based on J. Goldman & Co's 13F filing for Q1 2024, filed 15 May 2024.