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Bailard’s MDU Resources MDU Stock Holding History

Bailard’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
-27,788
Closed -$495K – 831
2025
Q3 		$495K Hold
27,788
– – 0.01% 498
2025
Q2 		$463K Buy
27,788
+4,000
+17% +$67.3K 0.01% 511
2025
Q1 		$402K Sell
23,788
-19,500
-45% -$337K 0.01% 501
2024
Q4 		$780K Buy
43,288
+5,946
+16% +$104K 0.02% 343
2024
Q3 		$567K Hold
37,342
– – 0.01% 444
2024
Q2 		$519K Hold
37,342
– – 0.01% 445
2024
Q1 		$521K Sell
37,342
-15,003
-29% -$174K 0.01% 452
2023
Q4 		$574K Buy
52,345
+3,249
+7% +$34.3K 0.02% 434
2023
Q3 		$533K Buy
49,096
+19,133
+64% +$220K 0.02% 403
2023
Q2 		$348K Sell
29,963
-13,693
-31% -$154K 0.01% 471
2023
Q1 		$506K Hold
43,656
– – 0.02% 391
2022
Q4 		$504K Hold
43,656
– – 0.02% 397
2022
Q3 		$454K Hold
43,656
– – 0.02% 380
2022
Q2 		$448K Buy
43,656
+6,312
+17% +$64.2K 0.02% 392
2022
Q1 		$378K Hold
37,344
– – 0.01% 467
2021
Q4 		$438K Hold
37,344
– – 0.01% 430
2021
Q3 		$421K Sell
37,344
-6,575
-15% -$78.7K 0.01% 435
2021
Q2 		$523K Hold
43,919
– – 0.02% 399
2021
Q1 		$528K Hold
43,919
– – 0.02% 380
2020
Q4 		$440K Buy
43,919
+13,938
+46% +$130K 0.02% 356
2020
Q3 		$257K Buy
29,981
+3,156
+12% +$27.1K 0.01% 414
2020
Q2 		$226K Sell
26,825
-22,354
-45% -$186K 0.01% 416
2020
Q1 		$402K Buy
49,179
+2,367
+5% +$24.9K 0.03% 260
2019
Q4 		$529K Buy
+46,812
New +$511K 0.03% 264

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bailard's MDU Position: Q4 2025 in Review

Bailard sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 27,788 shares — an estimated $495K sold.

Bailard first reported a position in MDU in Q4 2019 and held it in 24 quarters. The position peaked at $780K in Q4 2024. 416 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

  • Bailard reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
  • Bailard sold 27,788 MDU Resources shares in Q4 2025, an estimated $495K.
  • Bailard first reported a position in MDU Resources in Q4 2019 and held it in 24 quarters.
  • Bailard's MDU Resources position peaked at $780K in Q4 2024.
  • 416 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Bailard's 13F filing for Q4 2025, filed 4 Feb 2026.