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Lenox Wealth Management’s MDU Resources MDU Stock Holding History

Lenox Wealth 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 		$8K Buy
+965
New +$8.02K ﹤0.01% 464

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Management's MDU Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in MDU Resources (MDU) in Q2 2020: 965 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings.

337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

  • Lenox Wealth Management held 965 shares of MDU Resources worth $8K as of Q2 2020.
  • MDU Resources was a new Lenox Wealth Management position in Q2 2020.
  • MDU Resources made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #464 holding.
  • 337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.