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Sonora Investment Management’s MDU Resources MDU Stock Holding History

Sonora Investment 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
Q3 		$53K Buy
4,734
+1,841
+64% +$22K 0.01% 407
2021
Q2 		$34K Hold
2,893
– – ﹤0.01% 464
2021
Q1 		$35K Sell
2,893
-789
-21% -$8.6K ﹤0.01% 719
2020
Q4 		$37K Buy
+3,682
New +$34.4K ﹤0.01% 706
2018
Q3 		– Sell
-986
Closed -$11K – 1239
2018
Q2 		$11K Buy
+986
New +$10.5K ﹤0.01% 756

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sonora Investment Management's MDU Position: Q3 2021 in Review

Sonora Investment Management increased its MDU Resources (MDU) stake by 64% in Q3 2021, buying an estimated $22K and bringing the position to 4,734 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #407.

Sonora Investment Management first reported a position in MDU in Q2 2018 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold MDU as of Q3 2021.

  • Sonora Investment Management held 4,734 shares of MDU Resources worth $53K as of Q3 2021.
  • Sonora Investment Management bought 1,841 MDU Resources shares in Q3 2021, an estimated $22K.
  • MDU Resources made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #407 holding.
  • Sonora Investment Management first reported a position in MDU Resources in Q2 2018 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held MDU Resources as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.