Jupiter Investment Management’s MDU Resources MDU Stock Holding History

Jupiter Investment 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	$32.6M	Buy	3,862,854 +2,291,066	+146%	+$19M	0.52%	54
2020 Q1	$12.8M	Buy	+1,571,788	New	+$16.5M	0.25%	106
2019 Q2	–	Sell	-2,256,881	Closed	-$22.2M	–	390
2019 Q1	$22.2M	Sell	2,256,881 -1,341,591	-37%	-$13M	0.2%	112
2018 Q4	$32.6M	Buy	3,598,472 +270,045	+8%	+$2.64M	0.29%	91
2018 Q3	$32.5M	Buy	3,328,427 +2,386,857	+253%	+$25.5M	0.22%	108
2018 Q2	$10.3M	Buy	941,570 +464,540	+97%	+$4.96M	0.07%	162
2018 Q1	$5.11M	Buy	477,030 +279,394	+141%	+$2.84M	0.04%	187
2017 Q4	$2.02M	Sell	197,636 -662,744	-77%	-$6.79M	0.02%	225
2017 Q3	$8.49M	Buy	860,380 +245,997	+40%	+$2.45M	0.09%	148
2017 Q2	$6.12M	Sell	614,383 -288,196	-32%	-$2.95M	0.07%	169
2017 Q1	$9.39M	Buy	+902,579	New	+$9.43M	0.13%	119
2016 Q4	–	Sell	-785,933	Closed	-$7.6M	–	412
2016 Q3	$7.6M	Buy	785,933 +583,529	+288%	+$5.33M	0.13%	126
2016 Q2	$1.85M	Buy	202,404 +61,492	+44%	+$501K	0.03%	259
2016 Q1	$1.04M	Buy	+140,912	New	+$950K	0.02%	303
2015 Q1	–	Sell	-162,961	Closed	-$1.46M	–	390
2014 Q4	$1.46M	Sell	162,961 -339,660	-68%	-$3.28M	0.05%	235
2014 Q3	$5.32M	Buy	502,621 +32,148	+7%	+$383K	0.26%	92
2014 Q2	$6.28M	Buy	470,473 +67,677	+17%	+$884K	0.35%	88
2014 Q1	$5.25M	Buy	402,796 +116,096	+40%	+$1.44M	0.36%	91
2013 Q4	$3.33M	Buy	286,700 +224,950	+364%	+$2.53M	0.28%	117
2013 Q3	$656K	Buy	+61,750	New	+$651K	0.06%	247

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

Jupiter Investment Management's MDU Position: Q2 2020 in Review

Jupiter Investment Management increased its MDU Resources (MDU) stake by 146% in Q2 2020, buying an estimated $19M and bringing the position to 3,862,854 shares worth $32.6M. The position accounts for 0.52% of the portfolio, ranked #54.

Jupiter Investment Management first reported a position in MDU in Q3 2013 and has held it in 20 quarters since. The position peaked at $32.6M in Q4 2018. 337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

Jupiter Investment Management held 3,862,854 shares of MDU Resources worth $32.6M as of Q2 2020.
Jupiter Investment Management bought 2,291,066 MDU Resources shares in Q2 2020, an estimated $19M.
MDU Resources made up 0.52% of Jupiter Investment Management's portfolio in Q2 2020, its #54 holding.
Jupiter Investment Management first reported a position in MDU Resources in Q3 2013 and has held it in 20 quarters since.
Jupiter Investment Management's MDU Resources position peaked at $32.6M in Q4 2018.
337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.