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Meritage Portfolio Management’s MDU Resources MDU Stock Holding History

Meritage Portfolio 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
2022
Q1 		– Sell
-19,388
Closed -$227K – 365
2021
Q4 		$227K Buy
19,388
+995
+5% +$11.2K 0.01% 305
2021
Q3 		$208K Buy
+18,393
New +$220K 0.01% 305

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Meritage Portfolio Management's MDU Position: Q1 2022 in Review

Meritage Portfolio Management sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 19,388 shares — an estimated $227K sold.

Meritage Portfolio Management first reported a position in MDU in Q3 2021 and held it in 2 quarters. The position peaked at $227K in Q4 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

  • Meritage Portfolio Management reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
  • Meritage Portfolio Management sold 19,388 MDU Resources shares in Q1 2022, an estimated $227K.
  • Meritage Portfolio Management first reported a position in MDU Resources in Q3 2021 and held it in 2 quarters.
  • Meritage Portfolio Management's MDU Resources position peaked at $227K in Q4 2021.
  • 411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Meritage Portfolio Management's 13F filing for Q1 2022, filed 25 Apr 2022.