Vontobel Holding
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Vontobel Holding’s MDU Resources MDU Stock Holding History

Vontobel Holding’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
Q3 		– Sell
-26,299
Closed -$270K – 1076
2022
Q2 		$270K Hold
26,299
– – ﹤0.01% 868
2022
Q1 		$267K Hold
26,299
– – ﹤0.01% 934
2021
Q4 		$308K Hold
26,299
– – ﹤0.01% 917
2021
Q3 		$297K Hold
26,299
– – ﹤0.01% 942
2021
Q2 		$313K Hold
26,299
– – ﹤0.01% 902
2021
Q1 		$316K Hold
26,299
– – ﹤0.01% 786
2020
Q4 		$263K Buy
+26,299
New +$246K ﹤0.01% 833

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vontobel Holding's MDU Position: Q3 2022 in Review

Vontobel Holding sold out of MDU Resources (MDU) in Q3 2022, closing a stake of 26,299 shares — an estimated $270K sold.

Vontobel Holding first reported a position in MDU in Q4 2020 and held it in 7 quarters. The position peaked at $316K in Q1 2021. 378 funds tracked by Wall St. Rank hold MDU as of Q3 2022.

  • Vontobel Holding reported no remaining MDU Resources position as of Q3 2022 after selling out during the quarter.
  • Vontobel Holding sold 26,299 MDU Resources shares in Q3 2022, an estimated $270K.
  • Vontobel Holding first reported a position in MDU Resources in Q4 2020 and held it in 7 quarters.
  • Vontobel Holding's MDU Resources position peaked at $316K in Q1 2021.
  • 378 funds tracked by Wall St. Rank held MDU Resources as of Q3 2022.

Based on Vontobel Holding's 13F filing for Q3 2022, filed 4 Nov 2022.