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Wright Investors Service’s MDU Resources MDU Stock Holding History

Wright Investors Service’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
-36,637
Closed -$440K – 150
2021
Q1 		$440K Sell
36,637
-142
-0.4% -$1.55K 0.13% 134
2020
Q4 		$368K Sell
36,779
-174
-0.5% -$1.63K 0.13% 135
2020
Q3 		$316K Buy
+36,953
New +$317K 0.11% 138

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
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 $871B AUM 31.28% 1-Year Est. Return

Wright Investors Service's MDU Position: Q2 2021 in Review

Wright Investors Service sold out of MDU Resources (MDU) in Q2 2021, closing a stake of 36,637 shares — an estimated $440K sold.

Wright Investors Service first reported a position in MDU in Q3 2020 and held it in 3 quarters. The position peaked at $440K in Q1 2021. 393 funds tracked by Wall St. Rank hold MDU as of Q2 2021.

  • Wright Investors Service reported no remaining MDU Resources position as of Q2 2021 after selling out during the quarter.
  • Wright Investors Service sold 36,637 MDU Resources shares in Q2 2021, an estimated $440K.
  • Wright Investors Service first reported a position in MDU Resources in Q3 2020 and held it in 3 quarters.
  • Wright Investors Service's MDU Resources position peaked at $440K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held MDU Resources as of Q2 2021.

Based on Wright Investors Service's 13F filing for Q2 2021, filed 3 Aug 2021.