UOC
MDU icon

UBS O'Connor’s MDU Resources MDU Stock Holding History

UBS O'Connor’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
Q1 		– Sell
-73,237
Closed -$845K – 684
2022
Q4 		$845K Sell
73,237
-249,311
-77% -$2.8M 0.02% 579
2022
Q3 		$3.35M Buy
+322,548
New +$3.56M 0.04% 413
2022
Q1 		– Sell
-558,816
Closed -$6.55M – 1022
2021
Q4 		$6.55M Sell
558,816
-50,678
-8% -$571K 0.06% 141
2021
Q3 		$6.88M Buy
609,494
+83,517
+16% +$1M 0.05% 170
2021
Q2 		$6.27M Buy
+525,977
New +$6.59M 0.06% 175
2021
Q1 		– Sell
-180,997
Closed -$1.81M – 874
2020
Q4 		$1.81M Buy
+180,997
New +$1.69M 0.04% 367
2014
Q3 		– Sell
-383,545
Closed -$5.12M – 504
2014
Q2 		$5.12M Buy
+383,545
New +$5.01M 0.03% 204

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS O'Connor's MDU Position: Q1 2023 in Review

UBS O'Connor sold out of MDU Resources (MDU) in Q1 2023, closing a stake of 73,237 shares — an estimated $845K sold.

UBS O'Connor first reported a position in MDU in Q2 2014 and held it in 7 quarters. The position peaked at $6.88M in Q3 2021. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2023.

  • UBS O'Connor reported no remaining MDU Resources position as of Q1 2023 after selling out during the quarter.
  • UBS O'Connor sold 73,237 MDU Resources shares in Q1 2023, an estimated $845K.
  • UBS O'Connor first reported a position in MDU Resources in Q2 2014 and held it in 7 quarters.
  • UBS O'Connor's MDU Resources position peaked at $6.88M in Q3 2021.
  • 411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2023.

Based on UBS O'Connor's 13F filing for Q1 2023, filed 15 May 2023.