Centerpoint Advisors’s MDU Resources MDU Stock Holding History

Centerpoint Advisors’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	-324	Closed	-$6K	–	425
2024 Q4	$6K	Sell	324 -261	-45%	-$4.58K	﹤0.01%	370
2024 Q3	$9K	Buy	+585	New	+$8.33K	﹤0.01%	363

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Centerpoint Advisors's MDU Position: Q1 2025 in Review

Centerpoint Advisors sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 324 shares — an estimated $6K sold.

Centerpoint Advisors first reported a position in MDU in Q3 2024 and held it in 2 quarters. The position peaked at $9K in Q3 2024. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

Centerpoint Advisors reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
Centerpoint Advisors sold 324 MDU Resources shares in Q1 2025, an estimated $6K.
Centerpoint Advisors first reported a position in MDU Resources in Q3 2024 and held it in 2 quarters.
Centerpoint Advisors's MDU Resources position peaked at $9K in Q3 2024.
401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.