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Viking Fund Management’s MDU Resources MDU Stock Holding History

Viking Fund 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
Q2 		– Sell
-184,092
Closed -$1.5M – 126
2020
Q1 		$1.5M Sell
184,092
-341,885
-65% -$3.6M 0.66% 50
2019
Q4 		$5.94M Hold
525,977
– – 1.67% 24
2019
Q3 		$5.64M Buy
525,977
+210,391
+67% +$2.15M 1.61% 25
2019
Q2 		$3.1M Buy
+315,586
New +$3.07M 0.82% 41
2017
Q4 		– Sell
-315,586
Closed -$3.11M – 127
2017
Q3 		$3.11M Sell
315,586
-78,897
-20% -$787K 0.5% 57
2017
Q2 		$3.93M Sell
394,483
-157,793
-29% -$1.61M 0.6% 49
2017
Q1 		$5.75M Sell
552,276
-662,731
-55% -$6.92M 0.77% 38
2016
Q4 		$13.3M Sell
1,215,007
-152,533
-11% -$1.58M 1.68% 22
2016
Q3 		$13.2M Hold
1,367,540
– – 2.17% 20
2016
Q2 		$12.5M Buy
1,367,540
+131,494
+11% +$1.07M 2.16% 22
2016
Q1 		$9.15M Hold
1,236,046
– – 1.75% 29
2015
Q4 		$8.61M Buy
1,236,046
+894,161
+262% +$6.19M 1.7% 27
2015
Q3 		$2.24M Buy
+341,885
New +$2.33M 0.39% 46
2015
Q2 		– Sell
-394,483
Closed -$3.2M – 56
2015
Q1 		$3.2M Sell
394,483
-236,689
-37% -$2.01M 0.42% 52
2014
Q4 		$5.64M Sell
631,172
-1,867,219
-75% -$18M 0.8% 44
2014
Q3 		$26.4M Sell
2,498,391
-447,080
-15% -$5.32M 2.93% 6
2014
Q2 		$39.3M Buy
2,945,471
+157,793
+6% +$2.06M 4.45% 2
2014
Q1 		$36.4M Buy
2,787,678
+105,195
+4% +$1.31M 5.07% 2
2013
Q4 		$31.2M Buy
2,682,483
+289,288
+12% +$3.26M 4.76% 2
2013
Q3 		$25.5M Buy
2,393,195
+318,216
+15% +$3.35M 4.5% 4
2013
Q2 		$20.4M Buy
+2,074,979
New +$20M 3.76% 6

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Viking Fund Management's MDU Position: Q2 2020 in Review

Viking Fund Management sold out of MDU Resources (MDU) in Q2 2020, closing a stake of 184,092 shares — an estimated $1.5M sold.

Viking Fund Management first reported a position in MDU in Q2 2013 and held it in 21 quarters. The position peaked at $39.3M in Q2 2014. 337 funds tracked by Wall St. Rank hold MDU as of Q2 2020.

  • Viking Fund Management reported no remaining MDU Resources position as of Q2 2020 after selling out during the quarter.
  • Viking Fund Management sold 184,092 MDU Resources shares in Q2 2020, an estimated $1.5M.
  • Viking Fund Management first reported a position in MDU Resources in Q2 2013 and held it in 21 quarters.
  • Viking Fund Management's MDU Resources position peaked at $39.3M in Q2 2014.
  • 337 funds tracked by Wall St. Rank held MDU Resources as of Q2 2020.

Based on Viking Fund Management's 13F filing for Q2 2020, filed 27 Jul 2020.