JG
MDU icon

Jefferies Group’s MDU Resources MDU Stock Holding History

Jefferies Group’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
-54,176
Closed -$611K – 1864
2021
Q3 		$611K Buy
+54,176
New +$649K ﹤0.01% 1157
2020
Q1 		– Sell
-99,991
Closed -$1.13M – 2425
2019
Q4 		$1.13M Buy
+99,991
New +$1.09M 0.01% 1390
2019
Q2 		– Sell
-128,628
Closed -$1.26M – 2734
2019
Q1 		$1.26M Sell
128,628
-9,260
-7% -$89.9K 0.01% 1153
2018
Q4 		$1.25M Sell
137,888
-12,008
-8% -$117K 0.01% 1050
2018
Q3 		$1.46M Buy
149,896
+110,506
+281% +$1.18M 0.01% 1131
2018
Q2 		$430K Buy
+39,390
New +$420K ﹤0.01% 1671
2018
Q1 		– Sell
-107,825
Closed -$1.1M – 2530
2017
Q4 		$1.1M Buy
107,825
+86,081
+396% +$882K 0.01% 1307
2017
Q3 		$215K Sell
21,744
-40,324
-65% -$402K ﹤0.01% 2039
2017
Q2 		$618K Sell
62,068
-158,424
-72% -$1.62M ﹤0.01% 1519
2017
Q1 		$2.29M Buy
220,492
+125,719
+133% +$1.31M 0.02% 840
2016
Q4 		$1.04M Sell
94,773
-2,007
-2% -$20.7K 0.01% 1262
2016
Q3 		$936K Buy
+96,780
New +$884K ﹤0.01% 1310
2016
Q2 		– Sell
-59,049
Closed -$437K – 2320
2016
Q1 		$437K Buy
59,049
+18,712
+46% +$126K ﹤0.01% 1517
2015
Q4 		$281K Buy
+40,337
New +$279K ﹤0.01% 1806
2014
Q4 		– Sell
-72,274
Closed -$764K – 2196
2014
Q3 		$764K Buy
72,274
+33,507
+86% +$399K 0.01% 1133
2014
Q2 		$517K Sell
38,767
-1,973
-5% -$25.8K ﹤0.01% 1223
2014
Q1 		$531K Sell
40,740
-1,075
-3% -$13.3K 0.01% 1228
2013
Q4 		$486K Buy
41,815
+21,670
+108% +$244K ﹤0.01% 1159
2013
Q3 		$214K Sell
20,145
-2,688
-12% -$28.3K ﹤0.01% 1583
2013
Q2 		$225K Buy
+22,833
New +$220K ﹤0.01% 1458

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

Jefferies Group's MDU Position: Q4 2021 in Review

Jefferies Group sold out of MDU Resources (MDU) in Q4 2021, closing a stake of 54,176 shares — an estimated $611K sold.

Jefferies Group first reported a position in MDU in Q2 2013 and held it in 20 quarters. The position peaked at $2.29M in Q1 2017. 405 funds tracked by Wall St. Rank hold MDU as of Q4 2021.

  • Jefferies Group reported no remaining MDU Resources position as of Q4 2021 after selling out during the quarter.
  • Jefferies Group sold 54,176 MDU Resources shares in Q4 2021, an estimated $611K.
  • Jefferies Group first reported a position in MDU Resources in Q2 2013 and held it in 20 quarters.
  • Jefferies Group's MDU Resources position peaked at $2.29M in Q1 2017.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.