Addison Advisors’s MDU Resources MDU Stock Holding History

Addison Advisors’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 Q1	–	Sell	-206	Closed	-$3.71K	–	864
2024 Q4	$3.71K	Buy	+206	New	+$3.61K	﹤0.01%	699

Other funds holding MDU

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

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

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

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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Addison Advisors's MDU Position: Q1 2025 in Review

Addison Advisors sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 206 shares — an estimated $3.71K sold.

Addison Advisors first reported a position in MDU in Q4 2024 and held it in 1 quarter. The position peaked at $3.71K in Q4 2024. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

Addison Advisors reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
Addison Advisors sold 206 MDU Resources shares in Q1 2025, an estimated $3.71K.
Addison Advisors first reported a position in MDU Resources in Q4 2024 and held it in 1 quarter.
Addison Advisors's MDU Resources position peaked at $3.71K in Q4 2024.
401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Addison Advisors's 13F filing for Q1 2025, filed 12 May 2025.