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Systematic Financial Management’s MDU Resources MDU Stock Holding History

Systematic Financial 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
2020
Q3 		– Sell
-37,410
Closed -$316K – 361
2020
Q2 		$316K Sell
37,410
-789
-2% -$6.56K 0.02% 327
2020
Q1 		$312K Sell
38,199
-16,187
-30% -$170K 0.02% 302
2019
Q4 		$614K Hold
54,386
– – 0.02% 333
2019
Q3 		$583K Sell
54,386
-36,900
-40% -$377K 0.03% 239
2019
Q2 		$896K Sell
91,286
-32,124
-26% -$313K 0.03% 388
2019
Q1 		$1.21M Sell
123,410
-1,236
-1% -$12K 0.04% 397
2018
Q4 		$1.13M Buy
124,646
+447
+0.4% +$4.36K 0.03% 392
2018
Q3 		$1.21M Sell
124,199
-5,102
-4% -$54.6K 0.03% 510
2018
Q2 		$1.41M Sell
129,301
-4,576
-3% -$48.8K 0.03% 392
2018
Q1 		$1.43M Sell
133,877
-2,485
-2% -$25.2K 0.03% 350
2017
Q4 		$1.39M Sell
136,362
-10,520
-7% -$108K 0.03% 454
2017
Q3 		$1.45M Sell
146,882
-23,143
-14% -$231K 0.03% 460
2017
Q2 		$1.69M Buy
170,025
+9,455
+6% +$96.7K 0.03% 447
2017
Q1 		$1.67M Sell
160,570
-368
-0.2% -$3.85K 0.03% 454
2016
Q4 		$1.76M Sell
160,938
-833,214
-84% -$8.61M 0.03% 438
2016
Q3 		$9.62M Buy
994,152
+104,012
+12% +$950K 0.13% 190
2016
Q2 		$8.12M Buy
890,140
+646,676
+266% +$5.27M 0.11% 201
2016
Q1 		$1.8M Sell
243,464
-16,148
-6% -$109K 0.02% 368
2015
Q4 		$1.81M Sell
259,612
-73,347
-22% -$508K 0.02% 361
2015
Q3 		$2.18M Buy
332,959
+3,287
+1% +$22.4K 0.02% 385
2015
Q2 		$2.45M Buy
+329,672
New +$2.65M 0.02% 505

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Systematic Financial Management's MDU Position: Q3 2020 in Review

Systematic Financial Management sold out of MDU Resources (MDU) in Q3 2020, closing a stake of 37,410 shares — an estimated $316K sold.

Systematic Financial Management first reported a position in MDU in Q2 2015 and held it in 21 quarters. The position peaked at $9.62M in Q3 2016. 350 funds tracked by Wall St. Rank hold MDU as of Q3 2020.

  • Systematic Financial Management reported no remaining MDU Resources position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 37,410 MDU Resources shares in Q3 2020, an estimated $316K.
  • Systematic Financial Management first reported a position in MDU Resources in Q2 2015 and held it in 21 quarters.
  • Systematic Financial Management's MDU Resources position peaked at $9.62M in Q3 2016.
  • 350 funds tracked by Wall St. Rank held MDU Resources as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.