1M
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13D Management’s MDU Resources MDU Stock Holding History

13D 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
2024
Q4 		– Sell
-550,328
Closed -$8.36M – 25
2024
Q3 		$8.36M Buy
550,328
+866
+0.2% +$12.3K 6.13% 5
2024
Q2 		$7.64M Buy
549,462
+76,252
+16% +$1.05M 5.57% 6
2024
Q1 		$6.61M Buy
473,210
+533
+0.1% +$6.17K 4.03% 9
2023
Q4 		$5.19M Sell
472,677
-383,435
-45% -$4.05M 3.05% 19
2023
Q3 		$9.29M Buy
856,112
+370,386
+76% +$4.26M 5.78% 6
2023
Q2 		$5.63M Sell
485,726
-246,434
-34% -$2.77M 3.07% 15
2023
Q1 		$8.49M Buy
732,160
+165,683
+29% +$1.93M 4.31% 8
2022
Q4 		$6.54M Buy
+566,477
New +$6.37M 3.44% 12

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

13D Management's MDU Position: Q4 2024 in Review

13D Management sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 550,328 shares — an estimated $8.36M sold.

13D Management first reported a position in MDU in Q4 2022 and held it in 8 quarters. The position peaked at $9.29M in Q3 2023. 399 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • 13D Management reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • 13D Management sold 550,328 MDU Resources shares in Q4 2024, an estimated $8.36M.
  • 13D Management first reported a position in MDU Resources in Q4 2022 and held it in 8 quarters.
  • 13D Management's MDU Resources position peaked at $9.29M in Q3 2023.
  • 399 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on 13D Management's 13F filing for Q4 2024, filed 14 Feb 2025.