Susquehanna Fundamental Investments’s MDU Resources MDU Stock Holding History

Susquehanna Fundamental 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 Q3	–	Sell	-414,386	Closed	-$4.81M	–	500
2023 Q2	$4.81M	Sell	414,386 -189,375	-31%	-$2.13M	0.18%	154
2023 Q1	$7M	Hold	603,761	–	–	0.16%	162
2022 Q4	$6.97M	Sell	603,761 -36,293	-6%	-$408K	0.12%	228
2022 Q3	$6.66M	Buy	+640,054	New	+$7.07M	0.11%	252
2022 Q1	–	Sell	-97,316	Closed	-$1.14M	–	1627
2021 Q4	$1.14M	Sell	97,316 -255,386	-72%	-$2.88M	0.03%	598
2021 Q3	$3.98M	Buy	352,702 +164,315	+87%	+$1.97M	0.07%	364
2021 Q2	$2.25M	Buy	188,387 +25,747	+16%	+$323K	0.04%	566
2021 Q1	$1.96M	Buy	162,640 +97,632	+150%	+$1.06M	0.03%	662
2020 Q4	$651K	Sell	65,008 -169,052	-72%	-$1.58M	0.01%	1002
2020 Q3	$2M	Sell	234,060 -65,926	-22%	-$566K	0.06%	430
2020 Q2	$2.53M	Sell	299,986 -45,844	-13%	-$381K	0.12%	212
2020 Q1	$2.83M	Buy	345,830 +169,365	+96%	+$1.78M	0.56%	54
2019 Q4	$1.99M	Hold	176,465	–	–	0.26%	120
2019 Q3	$1.89M	Buy	176,465 +18,146	+11%	+$185K	0.23%	130
2019 Q2	$1.55M	Buy	158,319 +48,390	+44%	+$471K	0.18%	147
2019 Q1	$1.08M	Buy	+109,929	New	+$1.07M	0.12%	212
2018 Q4	–	Sell	-93,198	Closed	-$910K	–	363
2018 Q3	$910K	Sell	93,198 -14,107	-13%	-$151K	0.15%	181
2018 Q2	$1.17M	Buy	+107,305	New	+$1.14M	0.17%	174

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna Fundamental Investments's MDU Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of MDU Resources (MDU) in Q3 2023, closing a stake of 414,386 shares — an estimated $4.81M sold.

Susquehanna Fundamental Investments first reported a position in MDU in Q2 2018 and held it in 18 quarters. The position peaked at $7M in Q1 2023. 377 funds tracked by Wall St. Rank hold MDU as of Q3 2023.

Susquehanna Fundamental Investments reported no remaining MDU Resources position as of Q3 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 414,386 MDU Resources shares in Q3 2023, an estimated $4.81M.
Susquehanna Fundamental Investments first reported a position in MDU Resources in Q2 2018 and held it in 18 quarters.
Susquehanna Fundamental Investments's MDU Resources position peaked at $7M in Q1 2023.
377 funds tracked by Wall St. Rank held MDU Resources as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.