Wellington Management Group’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.34M | Buy |
+64,798
| New | +$1.33M | ﹤0.01% | 1621 |
|
|
2022
Q1 | – | Sell |
-28,495
| Closed | -$334K | – | 2170 |
|
|
2021
Q4 | $334K | Hold |
28,495
| – | – | ﹤0.01% | 2056 |
|
|
2021
Q3 | $321K | Hold |
28,495
| – | – | ﹤0.01% | 2031 |
|
|
2021
Q2 | $340K | Sell |
28,495
-2,627
| -8% | -$32.9K | ﹤0.01% | 1999 |
|
|
2021
Q1 | $374K | Sell |
31,122
-28,863
| -48% | -$315K | ﹤0.01% | 1924 |
|
|
2020
Q4 | $600K | Sell |
59,985
-902
| -1% | -$8.43K | ﹤0.01% | 1683 |
|
|
2020
Q3 | $521K | Buy |
+60,887
| New | +$523K | ﹤0.01% | 1692 |
|
|
2020
Q2 | – | Sell |
-51,964
| Closed | -$425K | – | 1926 |
|
|
2020
Q1 | $425K | Sell |
51,964
-105,777
| -67% | -$1.11M | ﹤0.01% | 1730 |
|
|
2019
Q4 | $1.78M | Buy |
+157,741
| New | +$1.72M | ﹤0.01% | 1579 |
|
|
2019
Q3 | – | Sell |
-27,211
| Closed | -$267K | – | 2077 |
|
|
2019
Q2 | $267K | Hold |
27,211
| – | – | ﹤0.01% | 1990 |
|
|
2019
Q1 | $267K | Sell |
27,211
-298,642
| -92% | -$2.9M | ﹤0.01% | 1976 |
|
|
2018
Q4 | $2.95M | Buy |
325,853
+271,217
| +496% | +$2.65M | ﹤0.01% | 1532 |
|
|
2018
Q3 | $534K | Buy |
+54,636
| New | +$585K | ﹤0.01% | 2023 |
|
|
2018
Q1 | – | Sell |
-46,310
| Closed | -$473K | – | 2273 |
|
|
2017
Q4 | $473K | Sell |
46,310
-25,157
| -35% | -$258K | ﹤0.01% | 2050 |
|
|
2017
Q3 | $705K | Buy |
+71,467
| New | +$713K | ﹤0.01% | 1972 |
|
|
2017
Q1 | – | Sell |
-43,156
| Closed | -$472K | – | 2280 |
|
|
2016
Q4 | $472K | Buy |
43,156
+904
| +2% | +$9.35K | ﹤0.01% | 2015 |
|
|
2016
Q3 | $409K | Buy |
+42,252
| New | +$386K | ﹤0.01% | 2022 |
|
|
2016
Q1 | – | Sell |
-69,463
| Closed | -$484K | – | 2181 |
|
|
2015
Q4 | $484K | Sell |
69,463
-5,009,807
| -99% | -$34.7M | ﹤0.01% | 1982 |
|
|
2015
Q3 | $33.2M | Sell |
5,079,270
-656,688
| -11% | -$4.47M | 0.01% | 811 |
|
|
2015
Q2 | $42.6M | Buy |
+5,735,958
| New | +$46.1M | 0.01% | 779 |
|
|
2014
Q3 | – | Sell |
-47,504
| Closed | -$634K | – | 2207 |
|
|
2014
Q2 | $634K | Buy |
47,504
+20,487
| +76% | +$268K | ﹤0.01% | 1925 |
|
|
2014
Q1 | $352K | Buy |
+27,017
| New | +$335K | ﹤0.01% | 2043 |
|
Other funds holding MDU
VPM
VCM