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Orion Portfolio Solutions’s MDU Resources MDU Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-2,948
Closed -$25K – 1395
2020
Q2 		$25K Buy
2,948
+1,646
+126% +$13.7K ﹤0.01% 886
2020
Q1 		$11K Buy
1,302
+1,092
+520% +$11.5K ﹤0.01% 1033
2019
Q4 		$2K Buy
+210
New +$2.29K ﹤0.01% 1526

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Orion Portfolio Solutions's MDU Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of MDU Resources (MDU) in Q3 2020, closing a stake of 2,948 shares — an estimated $25K sold.

Orion Portfolio Solutions first reported a position in MDU in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q2 2020. 350 funds tracked by Wall St. Rank hold MDU as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining MDU Resources position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,948 MDU Resources shares in Q3 2020, an estimated $25K.
  • Orion Portfolio Solutions first reported a position in MDU Resources in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's MDU Resources position peaked at $25K in Q2 2020.
  • 350 funds tracked by Wall St. Rank held MDU Resources as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.