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Richard Pzena’s MDU Resources MDU Stock Holding History

Richard Pzena’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
-1,435,336
Closed -$20M – 168
2024
Q1 		$20M Sell
1,435,336
-244
-0% -$2.82K 0.07% 117
2023
Q4 		$15.7M Hold
1,435,580
– – 0.06% 124
2023
Q3 		$15.6M Hold
1,435,580
– – 0.07% 122
2023
Q2 		$16.7M Sell
1,435,580
-620,714
-30% -$6.98M 0.07% 118
2023
Q1 		$23.8M Hold
2,056,294
– – 0.1% 111
2022
Q4 		$23.7M Hold
2,056,294
– – 0.1% 111
2022
Q3 		$21.4M Buy
+2,056,294
New +$22.7M 0.11% 111

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 $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Richard Pzena's MDU Position: Q2 2024 in Review

Richard Pzena sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 1,435,336 shares — an estimated $20M sold.

Richard Pzena first reported a position in MDU in Q3 2022 and held it in 7 quarters. The position peaked at $23.8M in Q1 2023. 385 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • Richard Pzena reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • Richard Pzena sold 1,435,336 MDU Resources shares in Q2 2024, an estimated $20M.
  • Richard Pzena first reported a position in MDU Resources in Q3 2022 and held it in 7 quarters.
  • Richard Pzena's MDU Resources position peaked at $23.8M in Q1 2023.
  • 385 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on Pzena Investment Management's 13F filing for Q2 2024, filed 2 Aug 2024.