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Kennedy Capital Management’s MDU Resources MDU Stock Holding History

Kennedy Capital 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
2024
Q1 		– Sell
-271,615
Closed -$2.98M – 755
2023
Q4 		$2.98M Sell
271,615
-25,233
-9% -$266K 0.07% 406
2023
Q3 		$3.22M Sell
296,848
-8,166
-3% -$94K 0.08% 370
2023
Q2 		$3.54M Sell
305,014
-157,488
-34% -$1.77M 0.08% 366
2023
Q1 		$5.36M Sell
462,502
-5,476
-1% -$63.6K 0.16% 242
2022
Q4 		$5.4M Sell
467,978
-40,166
-8% -$451K 0.15% 243
2022
Q3 		$5.29M Sell
508,144
-9,630
-2% -$106K 0.16% 231
2022
Q2 		$5.31M Sell
517,774
-331,182
-39% -$3.37M 0.15% 253
2022
Q1 		$8.6M Buy
848,956
+10,462
+1% +$111K 0.2% 173
2021
Q4 		$9.83M Sell
838,494
-32,540
-4% -$367K 0.21% 173
2021
Q3 		$9.83M Buy
871,034
+325,196
+60% +$3.89M 0.22% 149
2021
Q2 		$6.5M Buy
545,838
+4,794
+0.9% +$60.1K 0.14% 288
2021
Q1 		$6.5M Buy
+541,044
New +$5.9M 0.13% 294
2014
Q4 		– Sell
-535,537
Closed -$5.66M – 771
2014
Q3 		$5.66M Sell
535,537
-30,730
-5% -$366K 0.11% 335
2014
Q2 		$7.56M Sell
566,267
-584,989
-51% -$7.64M 0.14% 277
2014
Q1 		$15M Sell
1,151,256
-21,667
-2% -$269K 0.28% 93
2013
Q4 		$13.6M Buy
1,172,923
+117,808
+11% +$1.33M 0.25% 117
2013
Q3 		$11.2M Sell
1,055,115
-72,143
-6% -$760K 0.22% 153
2013
Q2 		$11.1M Buy
+1,127,258
New +$10.8M 0.23% 148

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Kennedy Capital Management's MDU Position: Q1 2024 in Review

Kennedy Capital Management sold out of MDU Resources (MDU) in Q1 2024, closing a stake of 271,615 shares — an estimated $2.98M sold.

Kennedy Capital Management first reported a position in MDU in Q2 2013 and held it in 18 quarters. The position peaked at $15M in Q1 2014. 394 funds tracked by Wall St. Rank hold MDU as of Q1 2024.

  • Kennedy Capital Management reported no remaining MDU Resources position as of Q1 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 271,615 MDU Resources shares in Q1 2024, an estimated $2.98M.
  • Kennedy Capital Management first reported a position in MDU Resources in Q2 2013 and held it in 18 quarters.
  • Kennedy Capital Management's MDU Resources position peaked at $15M in Q1 2014.
  • 394 funds tracked by Wall St. Rank held MDU Resources as of Q1 2024.

Based on Kennedy Capital Management's 13F filing for Q1 2024, filed 15 May 2024.