SIM
MDU icon

Sprucegrove Investment Management’s MDU Resources MDU Stock Holding History

Sprucegrove 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
2019
Q1 		– Sell
-553,328
Closed -$5.02M – 47
2018
Q4 		$5.02M Sell
553,328
-544,649
-50% -$5.31M 0.36% 41
2018
Q3 		$10.7M Sell
1,097,977
-49,968
-4% -$535K 0.69% 32
2018
Q2 		$12.5M Sell
1,147,945
-145,958
-11% -$1.56M 0.84% 28
2018
Q1 		$13.9M Sell
1,293,903
-171,732
-12% -$1.74M 0.85% 26
2017
Q4 		$15M Sell
1,465,635
-206,972
-12% -$2.12M 0.86% 25
2017
Q3 		$16.5M Sell
1,672,607
-39,974
-2% -$399K 0.93% 26
2017
Q2 		$17.1M Sell
1,712,581
-498,626
-23% -$5.1M 1.02% 20
2017
Q1 		$230K Sell
2,211,207
-704,284
-24% -$7.36M 1.19% 20
2016
Q4 		$31.9M Sell
2,915,491
-3,569,016
-55% -$36.9M 1.56% 17
2016
Q3 		$62.7M Sell
6,484,507
-1,339,401
-17% -$12.2M 2.62% 7
2016
Q2 		$71.4M Sell
7,823,908
-530,974
-6% -$4.33M 2.94% 7
2016
Q1 		$61.8M Sell
8,354,882
-6,477,761
-44% -$43.7M 2.49% 11
2015
Q4 		$103M Sell
14,832,643
-1,298,969
-8% -$9M 2.94% 10
2015
Q3 		$106M Buy
16,131,612
+974,099
+6% +$6.63M 2.62% 12
2015
Q2 		$113M Buy
15,157,513
+1,437,232
+10% +$11.5M 2.41% 13
2015
Q1 		$111M Buy
13,720,281
+778,249
+6% +$6.6M 2.23% 15
2014
Q4 		$116M Buy
12,942,032
+1,668,294
+15% +$16.1M 2.14% 20
2014
Q3 		$119M Buy
11,273,738
+155,636
+1% +$1.85M 2.13% 21
2014
Q2 		$148M Sell
11,118,102
-101,119
-0.9% -$1.32M 2.52% 17
2014
Q1 		$146M Sell
11,219,221
-1,889,967
-14% -$23.5M 2.56% 18
2013
Q4 		$152M Sell
13,109,188
-290,865
-2% -$3.28M 2.62% 18
2013
Q3 		$143M Sell
13,400,053
-1,150,049
-8% -$12.1M 2.59% 20
2013
Q2 		$143M Buy
+14,550,102
New +$140M 2.6% 20

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Sprucegrove Investment Management's MDU Position: Q1 2019 in Review

Sprucegrove Investment Management sold out of MDU Resources (MDU) in Q1 2019, closing a stake of 553,328 shares — an estimated $5.02M sold.

Sprucegrove Investment Management first reported a position in MDU in Q2 2013 and held it in 23 quarters. The position peaked at $152M in Q4 2013. 359 funds tracked by Wall St. Rank hold MDU as of Q1 2019.

  • Sprucegrove Investment Management reported no remaining MDU Resources position as of Q1 2019 after selling out during the quarter.
  • Sprucegrove Investment Management sold 553,328 MDU Resources shares in Q1 2019, an estimated $5.02M.
  • Sprucegrove Investment Management first reported a position in MDU Resources in Q2 2013 and held it in 23 quarters.
  • Sprucegrove Investment Management's MDU Resources position peaked at $152M in Q4 2013.
  • 359 funds tracked by Wall St. Rank held MDU Resources as of Q1 2019.

Based on Sprucegrove Investment Management's 13F filing for Q1 2019, filed 7 May 2019.