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AGF Management’s MDU Resources MDU Stock Holding History

AGF 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
-223,993
Closed -$3.4M – 720
2024
Q3 		$3.4M Buy
223,993
+57,355
+34% +$817K 0.02% 331
2024
Q2 		$2.32M Sell
166,638
-27,860
-14% -$385K 0.01% 415
2024
Q1 		$2.72M Sell
194,498
-72,175
-27% -$835K 0.02% 338
2023
Q4 		$2.93M Sell
266,673
-6,162
-2% -$65K 0.02% 401
2023
Q3 		$2.96M Buy
272,835
+60,914
+29% +$701K 0.02% 372
2023
Q2 		$2.46M Sell
211,921
-79,197
-27% -$891K 0.02% 443
2023
Q1 		$3.37M Sell
291,118
-286
-0.1% -$3.32K 0.02% 375
2022
Q4 		$3.36M Buy
+291,404
New +$3.27M 0.02% 370

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

AGF Management's MDU Position: Q4 2024 in Review

AGF Management sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 223,993 shares — an estimated $3.4M sold.

AGF Management first reported a position in MDU in Q4 2022 and held it in 8 quarters. The position peaked at $3.4M in Q3 2024. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • AGF Management reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • AGF Management sold 223,993 MDU Resources shares in Q4 2024, an estimated $3.4M.
  • AGF Management first reported a position in MDU Resources in Q4 2022 and held it in 8 quarters.
  • AGF Management's MDU Resources position peaked at $3.4M in Q3 2024.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on AGF Management's 13F filing for Q4 2024, filed 7 Feb 2025.