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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Weld Capital Management's MDU Position: Q2 2021 in Review

Weld Capital Management sold out of MDU Resources (MDU) in Q2 2021, closing a stake of 37,363 shares — an estimated $449K sold.

Weld Capital Management first reported a position in MDU in Q4 2018 and held it in 5 quarters. The position peaked at $1.45M in Q4 2018. 394 funds tracked by Wall St. Rank hold MDU as of Q2 2021.

Weld Capital Management reported no remaining MDU Resources position as of Q2 2021 after selling out during the quarter.
Weld Capital Management sold 37,363 MDU Resources shares in Q2 2021, an estimated $449K.
Weld Capital Management first reported a position in MDU Resources in Q4 2018 and held it in 5 quarters.
Weld Capital Management's MDU Resources position peaked at $1.45M in Q4 2018.
394 funds tracked by Wall St. Rank held MDU Resources as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.