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New York Life Investment Management’s MDU Resources MDU Stock Holding History

New York Life 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
2024
Q2 		– Sell
-27,250
Closed -$380K – 1140
2024
Q1 		$380K Buy
+27,250
New +$315K ﹤0.01% 842
2023
Q3 		– Sell
-17,640
Closed -$205K – 1307
2023
Q2 		$205K Buy
+17,640
New +$198K ﹤0.01% 1297

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 $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New York Life Investment Management's MDU Position: Q2 2024 in Review

New York Life Investment Management sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 27,250 shares — an estimated $380K sold.

New York Life Investment Management first reported a position in MDU in Q2 2023 and held it in 2 quarters. The position peaked at $380K in Q1 2024. 385 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • New York Life Investment Management reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 27,250 MDU Resources shares in Q2 2024, an estimated $380K.
  • New York Life Investment Management first reported a position in MDU Resources in Q2 2023 and held it in 2 quarters.
  • New York Life Investment Management's MDU Resources position peaked at $380K in Q1 2024.
  • 385 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.