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SummerHaven Investment Management’s MDU Resources MDU Stock Holding History

SummerHaven 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
2024
Q3 		– Sell
-62,939
Closed -$875K – 248
2024
Q2 		$875K Buy
62,939
+1,094
+2% +$15.1K 0.58% 68
2024
Q1 		$863K Buy
61,845
+874
+1% +$10.1K 0.54% 84
2023
Q4 		$669K Buy
60,971
+1,005
+2% +$10.6K 0.43% 145
2023
Q3 		$650K Buy
+59,966
New +$690K 0.48% 123

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

SummerHaven Investment Management's MDU Position: Q3 2024 in Review

SummerHaven Investment Management sold out of MDU Resources (MDU) in Q3 2024, closing a stake of 62,939 shares — an estimated $875K sold.

SummerHaven Investment Management first reported a position in MDU in Q3 2023 and held it in 4 quarters. The position peaked at $875K in Q2 2024. 402 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

  • SummerHaven Investment Management reported no remaining MDU Resources position as of Q3 2024 after selling out during the quarter.
  • SummerHaven Investment Management sold 62,939 MDU Resources shares in Q3 2024, an estimated $875K.
  • SummerHaven Investment Management first reported a position in MDU Resources in Q3 2023 and held it in 4 quarters.
  • SummerHaven Investment Management's MDU Resources position peaked at $875K in Q2 2024.
  • 402 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on SummerHaven Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.