Zacks Investment Management’s MDU Resources MDU Stock Holding History

Zacks Investment 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 Q4	–	Sell	-294,116	Closed	-$3.32M	–	656
2021 Q3	$3.32M	Buy	294,116 +4,460	+2%	+$53.4K	0.05%	227
2021 Q2	$3.45M	Buy	289,656 +3,911	+1%	+$49K	0.06%	218
2021 Q1	$3.44M	Buy	285,745 +42,575	+18%	+$464K	0.06%	204
2020 Q4	$2.44M	Sell	243,170 -8,137	-3%	-$76K	0.04%	223
2020 Q3	$2.15M	Buy	251,307 +35,136	+16%	+$302K	0.04%	217
2020 Q2	$1.82M	Sell	216,171 -30,886	-13%	-$257K	0.04%	209
2020 Q1	$2.02M	Buy	247,057 +141,449	+134%	+$1.49M	0.05%	190
2019 Q4	$1.19M	Buy	105,608 +1,083	+1%	+$11.8K	0.02%	360
2019 Q3	$1.12M	Buy	+104,525	New	+$1.07M	0.02%	358
2017 Q2	–	Sell	-21,084	Closed	-$219K	–	650
2017 Q1	$219K	Sell	21,084 -54,575	-72%	-$570K	0.01%	558
2016 Q4	$828K	Sell	75,659 -32,750	-30%	-$339K	0.02%	363
2016 Q3	$1.05M	Buy	108,409 +4,376	+4%	+$40K	0.03%	322
2016 Q2	$949K	Buy	+104,033	New	+$847K	0.03%	334

Other funds holding MDU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Zacks Investment Management's MDU Position: Q4 2021 in Review

Zacks Investment Management sold out of MDU Resources (MDU) in Q4 2021, closing a stake of 294,116 shares — an estimated $3.32M sold.

Zacks Investment Management first reported a position in MDU in Q2 2016 and held it in 13 quarters. The position peaked at $3.45M in Q2 2021. 405 funds tracked by Wall St. Rank hold MDU as of Q4 2021.

Zacks Investment Management reported no remaining MDU Resources position as of Q4 2021 after selling out during the quarter.
Zacks Investment Management sold 294,116 MDU Resources shares in Q4 2021, an estimated $3.32M.
Zacks Investment Management first reported a position in MDU Resources in Q2 2016 and held it in 13 quarters.
Zacks Investment Management's MDU Resources position peaked at $3.45M in Q2 2021.
405 funds tracked by Wall St. Rank held MDU Resources as of Q4 2021.

Based on Zacks Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.