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PGGM Investments’s MDU Resources MDU Stock Holding History

PGGM Investments’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
-1,609,387
Closed -$13.6M – 259
2020
Q2 		$13.6M Hold
1,609,387
– – 0.08% 213
2020
Q1 		$13.2M Buy
+1,609,387
New +$16.9M 0.09% 195
2017
Q4 		– Sell
-1,407,244
Closed -$13.9M – 352
2017
Q3 		$13.9M Sell
1,407,244
-764,786
-35% -$7.63M 0.07% 275
2017
Q2 		$21.6M Sell
2,172,030
-1,028,800
-32% -$10.5M 0.11% 244
2017
Q1 		$33.3M Sell
3,200,830
-204,934
-6% -$2.14M 0.17% 172
2016
Q4 		$37.3M Sell
3,405,764
-61,679
-2% -$638K 0.19% 151
2016
Q3 		$33.5M Sell
3,467,443
-392,160
-10% -$3.58M 0.17% 171
2016
Q2 		$35.2M Sell
3,859,603
-104,528
-3% -$852K 0.18% 141
2016
Q1 		$29.3M Buy
3,964,131
+284,651
+8% +$1.92M 0.16% 163
2015
Q4 		$25.6M Buy
3,679,480
+14,046
+0.4% +$97.3K 0.14% 187
2015
Q3 		$24M Buy
3,665,434
+613,963
+20% +$4.18M 0.13% 202
2015
Q2 		$22.7M Buy
3,051,471
+813,586
+36% +$6.54M 0.12% 237
2015
Q1 		$18.2M Sell
2,237,885
-299,886
-12% -$2.54M 0.09% 280
2014
Q4 		$22.7M Buy
2,537,771
+536,181
+27% +$5.17M 0.1% 257
2014
Q3 		$21.2M Buy
2,001,590
+97,595
+5% +$1.16M 0.1% 272
2014
Q2 		$25.4M Buy
1,903,995
+92,265
+5% +$1.21M 0.12% 199
2014
Q1 		$23.6M Buy
+1,811,730
New +$22.5M 0.12% 182

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

PGGM Investments's MDU Position: Q3 2020 in Review

PGGM Investments sold out of MDU Resources (MDU) in Q3 2020, closing a stake of 1,609,387 shares — an estimated $13.6M sold.

PGGM Investments first reported a position in MDU in Q1 2014 and held it in 17 quarters. The position peaked at $37.3M in Q4 2016. 350 funds tracked by Wall St. Rank hold MDU as of Q3 2020.

  • PGGM Investments reported no remaining MDU Resources position as of Q3 2020 after selling out during the quarter.
  • PGGM Investments sold 1,609,387 MDU Resources shares in Q3 2020, an estimated $13.6M.
  • PGGM Investments first reported a position in MDU Resources in Q1 2014 and held it in 17 quarters.
  • PGGM Investments's MDU Resources position peaked at $37.3M in Q4 2016.
  • 350 funds tracked by Wall St. Rank held MDU Resources as of Q3 2020.

Based on PGGM Investments's 13F filing for Q3 2020, filed 20 Oct 2020.