Avior Wealth Management’s MDU Resources MDU Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-10	Closed	-$180	–	1686
2024 Q4	$180	Sell	10 -8	-44%	-$140	﹤0.01%	2378
2024 Q3	$274	Hold	18	–	–	﹤0.01%	2209
2024 Q2	$251	Hold	18	–	–	﹤0.01%	2169
2024 Q1	$252	Sell	18 -794	-98%	-$9.19K	﹤0.01%	2785
2023 Q4	$8.91K	Hold	812	–	–	﹤0.01%	1013
2023 Q3	$8.81K	Hold	812	–	–	﹤0.01%	1061
2023 Q2	$9.42K	Sell	812 -371	-31%	-$4.17K	﹤0.01%	1038
2023 Q1	$13.7K	Hold	1,183	–	–	﹤0.01%	1004
2022 Q4	$13.7K	Hold	1,183	–	–	﹤0.01%	808
2022 Q3	$12K	Hold	1,183	–	–	﹤0.01%	828
2022 Q2	$12K	Hold	1,183	–	–	﹤0.01%	747
2022 Q1	$11K	Hold	1,183	–	–	﹤0.01%	819
2021 Q4	$13K	Sell	1,183 -1,184	-50%	-$13.4K	﹤0.01%	775
2021 Q3	$26K	Buy	+2,367	New	+$28.3K	﹤0.01%	624

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Avior Wealth Management's MDU Position: Q1 2025 in Review

Avior Wealth Management sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 10 shares — an estimated $180 sold.

Avior Wealth Management first reported a position in MDU in Q3 2021 and held it in 14 quarters. The position peaked at $26K in Q3 2021. 403 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

Avior Wealth Management reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 10 MDU Resources shares in Q1 2025, an estimated $180.
Avior Wealth Management first reported a position in MDU Resources in Q3 2021 and held it in 14 quarters.
Avior Wealth Management's MDU Resources position peaked at $26K in Q3 2021.
403 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.