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Scopia Capital Management’s MDU Resources MDU Stock Holding History

Scopia Capital 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
2023
Q2 		– Sell
-3,377,169
Closed -$39.1M – 35
2023
Q1 		$39.1M Buy
3,377,169
+873,745
+35% +$10.2M 3.72% 12
2022
Q4 		$28.9M Sell
2,503,424
-71,983
-3% -$809K 2.64% 19
2022
Q3 		$26.8M Buy
+2,575,407
New +$28.4M 2.45% 17

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Scopia Capital Management's MDU Position: Q2 2023 in Review

Scopia Capital Management sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 3,377,169 shares — an estimated $39.1M sold.

Scopia Capital Management first reported a position in MDU in Q3 2022 and held it in 3 quarters. The position peaked at $39.1M in Q1 2023. 380 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • Scopia Capital Management reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
  • Scopia Capital Management sold 3,377,169 MDU Resources shares in Q2 2023, an estimated $39.1M.
  • Scopia Capital Management first reported a position in MDU Resources in Q3 2022 and held it in 3 quarters.
  • Scopia Capital Management's MDU Resources position peaked at $39.1M in Q1 2023.
  • 380 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Scopia Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.