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Algert Global’s MDU Resources MDU Stock Holding History

Algert Global’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
-510,044
Closed -$7.75M – 1263
2024
Q3 		$7.75M Buy
510,044
+417,911
+454% +$5.95M 0.21% 131
2024
Q2 		$1.28M Buy
+92,133
New +$1.27M 0.04% 614
2024
Q1 		– Sell
-354,784
Closed -$3.89M – 1188
2023
Q4 		$3.89M Buy
354,784
+17,509
+5% +$185K 0.16% 213
2023
Q3 		$3.66M Buy
337,275
+15,496
+5% +$178K 0.17% 181
2023
Q2 		$3.73M Sell
321,779
-139,145
-30% -$1.56M 0.16% 180
2023
Q1 		$5.34M Buy
460,924
+209,218
+83% +$2.43M 0.25% 86
2022
Q4 		$2.9M Buy
251,706
+30,020
+14% +$337K 0.16% 183
2022
Q3 		$2.31M Buy
221,686
+20,852
+10% +$230K 0.14% 228
2022
Q2 		$2.06M Buy
200,834
+97,543
+94% +$992K 0.15% 179
2022
Q1 		$1.05M Buy
103,291
+84,461
+449% +$894K 0.07% 503
2021
Q4 		$221K Hold
18,830
– – 0.03% 821
2021
Q3 		$212K Buy
+18,830
New +$225K 0.03% 888
2020
Q2 		– Sell
-46,460
Closed -$380K – 468
2020
Q1 		$380K Sell
46,460
-29,402
-39% -$310K 0.16% 210
2019
Q4 		$857K Buy
75,862
+25,552
+51% +$279K 0.26% 138
2019
Q3 		$539K Sell
50,310
-6,180
-11% -$63.1K 0.2% 144
2019
Q2 		$554K Sell
56,490
-342
-0.6% -$3.33K 0.2% 156
2019
Q1 		$558K Sell
56,832
-5,496
-9% -$53.4K 0.32% 117
2018
Q4 		$565K Buy
+62,328
New +$608K 0.16% 204

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Algert Global's MDU Position: Q4 2024 in Review

Algert Global sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 510,044 shares — an estimated $7.75M sold.

Algert Global first reported a position in MDU in Q4 2018 and held it in 18 quarters. The position peaked at $7.75M in Q3 2024. 399 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Algert Global reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Algert Global sold 510,044 MDU Resources shares in Q4 2024, an estimated $7.75M.
  • Algert Global first reported a position in MDU Resources in Q4 2018 and held it in 18 quarters.
  • Algert Global's MDU Resources position peaked at $7.75M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

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