Aberdeen Group

Aberdeen Group’s MDU Resources MDU Stock Holding History

Aberdeen Group’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
2025 Q4	–	Sell	-345,598	Closed	-$6.14M	–	969
2025 Q3	$6.14M	Buy	+345,598	New	+$5.77M	0.01%	678
2020 Q3	–	Sell	-37,597	Closed	-$317K	–	956
2020 Q2	$317K	Sell	37,597 -94,336	-72%	-$784K	﹤0.01%	890
2020 Q1	$1.08M	Buy	131,933 +92,122	+231%	+$970K	﹤0.01%	756
2019 Q4	$450K	Hold	39,811	–	–	﹤0.01%	890
2019 Q3	$427K	Buy	39,811 +2,774	+7%	+$28.3K	﹤0.01%	873
2019 Q2	$363K	Sell	37,037 -1,777	-5%	-$17.3K	﹤0.01%	907
2019 Q1	$381K	Buy	+38,814	New	+$377K	﹤0.01%	876
2018 Q3	–	Sell	-27,209	Closed	-$297K	–	919
2018 Q2	$297K	Sell	27,209 -13,844	-34%	-$148K	﹤0.01%	891
2018 Q1	$440K	Sell	41,053 -59,577	-59%	-$605K	﹤0.01%	773
2017 Q4	$1.03M	Sell	100,630 -352	-0.3%	-$3.61K	﹤0.01%	724
2017 Q3	$997K	Buy	+100,982	New	+$1.01M	﹤0.01%	724

Other funds holding MDU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return