Royal London Asset Management
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Royal London Asset Management’s MDU Resources MDU Stock Holding History

Royal London Asset Management’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
2021
Q1 		– Sell
-13,557
Closed -$136K – 695
2020
Q4 		$136K Sell
13,557
-75,804
-85% -$708K ﹤0.01% 645
2020
Q3 		$755K Sell
89,361
-112,296
-56% -$964K ﹤0.01% 585
2020
Q2 		$1.69M Hold
201,657
– – 0.01% 574
2020
Q1 		$1.64M Hold
201,657
– – 0.01% 560
2019
Q4 		$2.26M Hold
201,657
– – 0.02% 563
2019
Q3 		$2.16M Hold
201,657
– – 0.02% 573
2019
Q2 		$1.98M Hold
201,657
– – 0.02% 490
2019
Q1 		$1.98M Hold
201,657
– – 0.02% 603
2018
Q4 		$1.81M Hold
201,657
– – 0.02% 606
2018
Q3 		$1.97M Hold
201,657
– – 0.02% 484
2018
Q2 		$2.2M Buy
+201,657
New +$2.15M 0.02% 527
2016
Q2 		$1.72M Sell
188,384
-2,380,264
-93% -$19.4M 0.03% 485
2016
Q1 		$50K Buy
2,568,648
+2,380,264
+1,264% +$16M 0.07% 303
2015
Q4 		$1.33M Hold
188,384
– – 0.02% 521
2015
Q3 		$1.23M Buy
+188,384
New +$1.28M 0.02% 538
2014
Q4 		$14.4K Buy
158,485
+32,456
+26% +$313K 0.03% 471
2014
Q3 		$1.33M Buy
126,029
+9,299
+8% +$111K 0.03% 454
2014
Q2 		$1.33M Sell
116,730
-686
-0.6% -$8.96K 0.03% 501
2014
Q1 		$1.54M Sell
117,416
-2,622
-2% -$32.6K 0.04% 476
2013
Q4 		$1.41M Sell
120,038
-524
-0.4% -$5.9K 0.04% 479
2013
Q3 		$1.36M Buy
120,562
+1,781
+1% +$18.8K 0.04% 478
2013
Q2 		$1.18M Buy
+118,781
New +$1.14M 0.03% 492

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal London Asset Management's MDU Position: Q1 2021 in Review

Royal London Asset Management sold out of MDU Resources (MDU) in Q1 2021, closing a stake of 13,557 shares — an estimated $136K sold.

Royal London Asset Management first reported a position in MDU in Q2 2013 and held it in 22 quarters. The position peaked at $2.26M in Q4 2019. 398 funds tracked by Wall St. Rank hold MDU as of Q1 2021.

  • Royal London Asset Management reported no remaining MDU Resources position as of Q1 2021 after selling out during the quarter.
  • Royal London Asset Management sold 13,557 MDU Resources shares in Q1 2021, an estimated $136K.
  • Royal London Asset Management first reported a position in MDU Resources in Q2 2013 and held it in 22 quarters.
  • Royal London Asset Management's MDU Resources position peaked at $2.26M in Q4 2019.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q1 2021.

Based on Royal London Asset Management's 13F filing for Q1 2021, filed 13 Apr 2021.