WCM
MDU icon

Weld Capital Management’s MDU Resources MDU Stock Holding History

Weld Capital 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
2021
Q2 		– Sell
-37,363
Closed -$449K – 326
2021
Q1 		$449K Buy
+37,363
New +$407K 0.19% 196
2020
Q3 		– Sell
-60,429
Closed -$510K – 594
2020
Q2 		$510K Buy
+60,429
New +$502K 0.2% 180
2019
Q3 		– Sell
-47,901
Closed -$470K – 907
2019
Q2 		$470K Sell
47,901
-66,307
-58% -$646K 0.09% 404
2019
Q1 		$1.12M Sell
114,208
-45,773
-29% -$444K 0.2% 185
2018
Q4 		$1.45M Buy
+159,981
New +$1.56M 0.33% 59

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return