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Sun Life Financial’s MDU Resources MDU Stock Holding History

Sun Life Financial’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
Q4 		– Sell
-8,965
Closed -$96K – 526
2019
Q3 		$96K Buy
8,965
+50
+0.6% +$511 0.02% 239
2019
Q2 		$87K Hold
8,915
– – 0.02% 249
2019
Q1 		$88K Sell
8,915
-7,619
-46% -$74K 0.02% 286
2018
Q4 		$150K Buy
16,534
+7,863
+91% +$76.7K 0.03% 235
2018
Q3 		$85K Buy
8,671
+55
+0.6% +$588 0.02% 349
2018
Q2 		$94K Buy
+8,616
New +$91.9K 0.01% 332

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sun Life Financial's MDU Position: Q4 2019 in Review

Sun Life Financial sold out of MDU Resources (MDU) in Q4 2019, closing a stake of 8,965 shares — an estimated $96K sold.

Sun Life Financial first reported a position in MDU in Q2 2018 and held it in 6 quarters. The position peaked at $150K in Q4 2018. 381 funds tracked by Wall St. Rank hold MDU as of Q4 2019.

  • Sun Life Financial reported no remaining MDU Resources position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 8,965 MDU Resources shares in Q4 2019, an estimated $96K.
  • Sun Life Financial first reported a position in MDU Resources in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's MDU Resources position peaked at $150K in Q4 2018.
  • 381 funds tracked by Wall St. Rank held MDU Resources as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.