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Versor Investments’s MDU Resources MDU Stock Holding History

Versor 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
2024
Q3 		– Sell
-17,148
Closed -$238K – 898
2024
Q2 		$238K Buy
+17,148
New +$237K 0.04% 605
2023
Q3 		– Sell
-31,986
Closed -$371K – 771
2023
Q2 		$371K Sell
31,986
-9,708
-23% -$109K 0.06% 353
2023
Q1 		$483K Sell
41,694
-126,093
-75% -$1.47M 0.06% 337
2022
Q4 		$1.94M Buy
167,787
+70,744
+73% +$795K 0.17% 44
2022
Q3 		$1.01M Sell
97,043
-4,997
-5% -$55.2K 0.06% 226
2022
Q2 		$1.05M Buy
102,040
+74,005
+264% +$752K 0.04% 233
2022
Q1 		$284K Buy
+28,035
New +$297K 0.01% 501
2021
Q2 		– Sell
-62,415
Closed -$750K – 379
2021
Q1 		$750K Buy
62,415
+32,298
+107% +$352K 0.04% 84
2020
Q4 		$302K Sell
30,117
-144,244
-83% -$1.35M 0.03% 69
2020
Q3 		$1.49M Buy
174,361
+142,276
+443% +$1.22M 0.13% 46
2020
Q2 		$271K Buy
+32,085
New +$267K 0.03% 161
2019
Q2 		– Sell
-29,776
Closed -$292K – 315
2019
Q1 		$292K Buy
+29,776
New +$289K 0.03% 226

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Versor Investments's MDU Position: Q3 2024 in Review

Versor Investments sold out of MDU Resources (MDU) in Q3 2024, closing a stake of 17,148 shares — an estimated $238K sold.

Versor Investments first reported a position in MDU in Q1 2019 and held it in 12 quarters. The position peaked at $1.94M in Q4 2022. 404 funds tracked by Wall St. Rank hold MDU as of Q3 2024.

  • Versor Investments reported no remaining MDU Resources position as of Q3 2024 after selling out during the quarter.
  • Versor Investments sold 17,148 MDU Resources shares in Q3 2024, an estimated $238K.
  • Versor Investments first reported a position in MDU Resources in Q1 2019 and held it in 12 quarters.
  • Versor Investments's MDU Resources position peaked at $1.94M in Q4 2022.
  • 404 funds tracked by Wall St. Rank held MDU Resources as of Q3 2024.

Based on Versor Investments's 13F filing for Q3 2024, filed 4 Nov 2024.