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Paragon Capital Management (Kansas)’s MDU Resources MDU Stock Holding History

Paragon Capital Management (Kansas)’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
-237
Closed -$2K – 117
2020
Q1 		$2K Buy
+237
New +$2.5K ﹤0.01% 175
2019
Q3 		– Sell
-237
Closed -$2K – 151
2019
Q2 		$2K Sell
237
-257
-52% -$2.5K ﹤0.01% 205
2019
Q1 		$5K Buy
+494
New +$4.8K ﹤0.01% 197

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

Paragon Capital Management (Kansas)'s MDU Position: Q2 2020 in Review

Paragon Capital Management (Kansas) sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 237 shares — an estimated $2K sold.

Paragon Capital Management (Kansas) first reported a position in MDU in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

  • Paragon Capital Management (Kansas) reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
  • Paragon Capital Management (Kansas) sold 237 MDU Resources shares in Q2 2020, an estimated $2K.
  • Paragon Capital Management (Kansas) first reported a position in MDU Resources in Q1 2019 and held it in 3 quarters.
  • Paragon Capital Management (Kansas)'s MDU Resources position peaked at $5K in Q1 2019.
  • 337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Paragon Capital Management (Kansas)'s 13F filing for Q2 2020, filed 3 Aug 2020.