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Bruce G. Allen Investments’s MDU Resources MDU Stock Holding History

Bruce G. Allen Investments’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
-7
Closed -$126 – 1115
2024
Q4 		$126 Buy
+7
New +$123 ﹤0.01% 1080

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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bruce G. Allen Investments's MDU Position: Q1 2025 in Review

Bruce G. Allen Investments sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 7 shares — an estimated $126 sold.

Bruce G. Allen Investments first reported a position in MDU in Q4 2024 and held it in 1 quarter. The position peaked at $126 in Q4 2024. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • Bruce G. Allen Investments reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 7 MDU Resources shares in Q1 2025, an estimated $126.
  • Bruce G. Allen Investments first reported a position in MDU Resources in Q4 2024 and held it in 1 quarter.
  • Bruce G. Allen Investments's MDU Resources position peaked at $126 in Q4 2024.
  • 401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Bruce G. Allen Investments's 13F filing for Q1 2025, filed 14 Apr 2025.