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Vident Investment Advisory’s MDU Resources MDU Stock Holding History

Vident Investment Advisory’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
2022
Q4 		– Sell
-215,743
Closed -$2.12M – 1273
2022
Q3 		$2.12M Buy
215,743
+10,239
+5% +$113K 0.07% 331
2022
Q2 		$2.1M Buy
205,504
+14,990
+8% +$152K 0.06% 374
2022
Q1 		$1.93M Buy
190,514
+9,310
+5% +$98.6K 0.05% 471
2021
Q4 		$2.13M Buy
181,204
+7,082
+4% +$79.9K 0.06% 429
2021
Q3 		$1.96M Sell
174,122
-9,136
-5% -$109K 0.06% 422
2021
Q2 		$2.18M Sell
183,258
-1,715
-0.9% -$21.5K 0.07% 373
2021
Q1 		$2.22M Buy
184,973
+107,373
+138% +$1.17M 0.07% 331
2020
Q4 		$777K Sell
77,600
-6,333
-8% -$59.2K 0.03% 603
2020
Q3 		$718K Sell
83,933
-3,947
-4% -$33.9K 0.04% 582
2020
Q2 		$741K Sell
87,880
-14,141
-14% -$118K 0.04% 555
2020
Q1 		$834K Buy
+102,021
New +$1.07M 0.05% 450
2017
Q1 		– Sell
-226,620
Closed -$2.48M – 461
2016
Q4 		$2.48M Sell
226,620
-1,286
-0.6% -$13.3K 0.3% 143
2016
Q3 		$2.21M Buy
+227,906
New +$2.08M 0.29% 169
2015
Q4 		– Sell
-48,803
Closed -$319K – 653
2015
Q3 		$319K Buy
48,803
+14,254
+41% +$97K 0.04% 677
2015
Q2 		$257K Buy
34,549
+2,443
+8% +$19.6K 0.03% 713
2015
Q1 		$261K Buy
+32,106
New +$272K 0.05% 656

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
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
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
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vident Investment Advisory's MDU Position: Q4 2022 in Review

Vident Investment Advisory sold out of MDU Resources (MDU) in Q4 2022, closing a stake of 215,743 shares — an estimated $2.12M sold.

Vident Investment Advisory first reported a position in MDU in Q1 2015 and held it in 16 quarters. The position peaked at $2.48M in Q4 2016. 404 funds tracked by Wall St. Rank hold MDU as of Q4 2022.

  • Vident Investment Advisory reported no remaining MDU Resources position as of Q4 2022 after selling out during the quarter.
  • Vident Investment Advisory sold 215,743 MDU Resources shares in Q4 2022, an estimated $2.12M.
  • Vident Investment Advisory first reported a position in MDU Resources in Q1 2015 and held it in 16 quarters.
  • Vident Investment Advisory's MDU Resources position peaked at $2.48M in Q4 2016.
  • 404 funds tracked by Wall St. Rank held MDU Resources as of Q4 2022.

Based on Vident Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.