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Summit Global Investments’s MDU Resources MDU Stock Holding History

Summit Global Investments’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
-48,214
Closed -$559K – 592
2023
Q1 		$559K Buy
+48,214
New +$560K 0.04% 330

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

Summit Global Investments's MDU Position: Q2 2023 in Review

Summit Global Investments sold out of MDU Resources (MDU) in Q2 2023, closing a stake of 48,214 shares — an estimated $559K sold.

Summit Global Investments first reported a position in MDU in Q1 2023 and held it in 1 quarter. The position peaked at $559K in Q1 2023. 379 funds tracked by Wall St. Rank hold MDU as of Q2 2023.

  • Summit Global Investments reported no remaining MDU Resources position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 48,214 MDU Resources shares in Q2 2023, an estimated $559K.
  • Summit Global Investments first reported a position in MDU Resources in Q1 2023 and held it in 1 quarter.
  • Summit Global Investments's MDU Resources position peaked at $559K in Q1 2023.
  • 379 funds tracked by Wall St. Rank held MDU Resources as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.