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Nicholas Hoffman & Company’s MDU Resources MDU Stock Holding History

Nicholas Hoffman & Company’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 		– Sell
-27,614
Closed -$226K – 207
2020
Q1 		$226K Hold
27,614
– – 0.08% 164
2019
Q4 		$312K Hold
27,614
– – 0.09% 155
2019
Q3 		$296K Hold
27,614
– – 0.09% 150
2019
Q2 		$271K Hold
27,614
– – 0.08% 155
2019
Q1 		$271K Hold
27,614
– – 0.09% 146
2018
Q4 		$250K Hold
27,614
– – 0.09% 149
2018
Q3 		$270K Buy
+27,614
New +$295K 0.09% 157

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

Nicholas Hoffman & Company's MDU Position: Q2 2020 in Review

Nicholas Hoffman & Company sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 27,614 shares — an estimated $226K sold.

Nicholas Hoffman & Company first reported a position in MDU in Q3 2018 and held it in 7 quarters. The position peaked at $312K in Q4 2019. 337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

  • Nicholas Hoffman & Company reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 27,614 MDU Resources shares in Q2 2020, an estimated $226K.
  • Nicholas Hoffman & Company first reported a position in MDU Resources in Q3 2018 and held it in 7 quarters.
  • Nicholas Hoffman & Company's MDU Resources position peaked at $312K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2020, filed 12 Aug 2020.