Marshall Wace North America’s MDU Resources MDU Stock Holding History

Marshall Wace North America’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 Q2	–	Sell	-20,429	Closed	-$246K	–	1640
2021 Q1	$246K	Buy	+20,429	New	+$223K	﹤0.01%	1362
2020 Q1	–	Sell	-15,132	Closed	-$171K	–	1449
2019 Q4	$171K	Buy	+15,132	New	+$165K	﹤0.01%	997
2019 Q2	–	Sell	-4,734	Closed	-$46K	–	1414
2019 Q1	$46K	Sell	4,734 -2,990	-39%	-$29K	﹤0.01%	1278
2018 Q4	$70K	Buy	+7,724	New	+$75.4K	﹤0.01%	1158
2018 Q2	–	Sell	-98,018	Closed	-$1.05M	–	1561
2018 Q1	$1.05M	Buy	98,018 +73,468	+299%	+$746K	0.01%	983
2017 Q4	$251K	Sell	24,550 -11,461	-32%	-$117K	﹤0.01%	1256
2017 Q3	$356K	Buy	36,011 +13,815	+62%	+$138K	﹤0.01%	1118
2017 Q2	$219K	Buy	+22,196	New	+$227K	﹤0.01%	1213
2013 Q4	–	Sell	-22,625	Closed	-$241K	–	785
2013 Q3	$241K	Buy	+22,625	New	+$238K	0.01%	538

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace North America's MDU Position: Q2 2021 in Review

Marshall Wace North America sold out of MDU Resources (MDU) in Q2 2021, closing a stake of 20,429 shares — an estimated $246K sold.

Marshall Wace North America first reported a position in MDU in Q3 2013 and held it in 9 quarters. The position peaked at $1.05M in Q1 2018. 393 funds tracked by Wall St. Rank hold MDU as of Q2 2021.

Marshall Wace North America reported no remaining MDU Resources position as of Q2 2021 after selling out during the quarter.
Marshall Wace North America sold 20,429 MDU Resources shares in Q2 2021, an estimated $246K.
Marshall Wace North America first reported a position in MDU Resources in Q3 2013 and held it in 9 quarters.
Marshall Wace North America's MDU Resources position peaked at $1.05M in Q1 2018.
393 funds tracked by Wall St. Rank held MDU Resources as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.