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Jackson Creek Investment Advisors’s MDU Resources MDU Stock Holding History

Jackson Creek Investment Advisors’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
2021
Q4 		– Sell
-30,457
Closed -$344K – 332
2021
Q3 		$344K Sell
30,457
-1,065
-3% -$12.8K 0.13% 260
2021
Q2 		$376K Sell
31,522
-14,567
-32% -$183K 0.14% 253
2021
Q1 		$554K Buy
46,089
+20,311
+79% +$221K 0.19% 226
2020
Q4 		$258K Sell
25,778
-153
-0.6% -$1.43K 0.1% 280
2020
Q3 		$222K Buy
+25,931
New +$223K 0.1% 303

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jackson Creek Investment Advisors's MDU Position: Q4 2021 in Review

Jackson Creek Investment Advisors sold out of MDU Resources (MDU) in Q4 2021, closing a stake of 30,457 shares — an estimated $344K sold.

Jackson Creek Investment Advisors first reported a position in MDU in Q3 2020 and held it in 5 quarters. The position peaked at $554K in Q1 2021. 405 funds tracked by Wall St. Rank hold MDU as of Q4 2021.

  • Jackson Creek Investment Advisors reported no remaining MDU Resources position as of Q4 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 30,457 MDU Resources shares in Q4 2021, an estimated $344K.
  • Jackson Creek Investment Advisors first reported a position in MDU Resources in Q3 2020 and held it in 5 quarters.
  • Jackson Creek Investment Advisors's MDU Resources position peaked at $554K in Q1 2021.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q4 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.