Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s MDU Resources MDU Stock Holding History

Sumitomo Mitsui Trust Group’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
-26,732
Closed -$373K – 1113
2024
Q1 		$373K Buy
26,732
+18
+0.1% +$208 ﹤0.01% 1045
2023
Q4 		$293K Buy
+26,714
New +$282K ﹤0.01% 1082
2022
Q1 		– Sell
-153,830
Closed -$1.8M – 1212
2021
Q4 		$1.8M Sell
153,830
-30,564
-17% -$345K ﹤0.01% 957
2021
Q3 		$2.08M Sell
184,394
-3,945
-2% -$47.2K ﹤0.01% 951
2021
Q2 		$2.24M Sell
188,339
-8,902
-5% -$112K ﹤0.01% 940
2021
Q1 		$2.37M Buy
197,241
+136,228
+223% +$1.48M ﹤0.01% 914
2020
Q4 		$611K Sell
61,013
-168,892
-73% -$1.58M ﹤0.01% 1053
2020
Q3 		$1.97M Sell
229,905
-27,003
-11% -$232K ﹤0.01% 894
2020
Q2 		$2.17M Hold
256,908
– – ﹤0.01% 874
2020
Q1 		$2.1M Buy
256,908
+238,207
+1,274% +$2.51M ﹤0.01% 866
2019
Q4 		$211K Hold
18,701
– – ﹤0.01% 1078
2019
Q3 		$200K Buy
+18,701
New +$191K ﹤0.01% 1056
2017
Q1 		– Sell
-20,282
Closed -$222K – 883
2016
Q4 		$222K Buy
+20,282
New +$210K ﹤0.01% 869
2015
Q4 		– Sell
-1,441,845
Closed -$9.43M – 875
2015
Q3 		$9.43M Buy
1,441,845
+47,054
+3% +$320K 0.02% 631
2015
Q2 		$10.4M Sell
1,394,791
-3,798
-0.3% -$30.5K 0.02% 644
2015
Q1 		$11.3M Buy
1,398,589
+309,522
+28% +$2.63M 0.02% 621
2014
Q4 		$9.91M Sell
1,089,067
-62,065
-5% -$599K 0.02% 628
2014
Q3 		$12.2M Buy
1,151,132
+2,961
+0.3% +$35.2K 0.02% 600
2014
Q2 		$15.3M Sell
1,148,171
-192,042
-14% -$2.51M 0.03% 558
2014
Q1 		$17.5M Sell
1,340,213
-72,385
-5% -$899K 0.04% 520
2013
Q4 		$16.3M Buy
1,412,598
+16,229
+1% +$183K 0.03% 543
2013
Q3 		$14.9M Sell
1,396,369
-14,622
-1% -$154K 0.03% 557
2013
Q2 		$13.9M Buy
+1,410,991
New +$13.6M 0.03% 547

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MDU Position: Q2 2024 in Review

Sumitomo Mitsui Trust Group sold out of MDU Resources (MDU) in Q2 2024, closing a stake of 26,732 shares — an estimated $373K sold.

Sumitomo Mitsui Trust Group first reported a position in MDU in Q2 2013 and held it in 23 quarters. The position peaked at $17.5M in Q1 2014. 384 funds tracked by Wall St. Rank hold MDU as of Q2 2024.

  • Sumitomo Mitsui Trust Group reported no remaining MDU Resources position as of Q2 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 26,732 MDU Resources shares in Q2 2024, an estimated $373K.
  • Sumitomo Mitsui Trust Group first reported a position in MDU Resources in Q2 2013 and held it in 23 quarters.
  • Sumitomo Mitsui Trust Group's MDU Resources position peaked at $17.5M in Q1 2014.
  • 384 funds tracked by Wall St. Rank held MDU Resources as of Q2 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2024, filed 19 Jul 2024.