CI Investments Inc
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CI Investments Inc’s MDU Resources MDU Stock Holding History

CI Investments Inc’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
-360
Closed -$6K – 1317
2024
Q4 		$6K Sell
360
-4,591
-93% -$80.5K ﹤0.01% 1267
2024
Q3 		$75K Buy
4,951
+733
+17% +$10.4K ﹤0.01% 928
2024
Q2 		$59K Sell
4,218
-9,357
-69% -$129K ﹤0.01% 940
2024
Q1 		$190K Sell
13,575
-5,116
-27% -$59.2K ﹤0.01% 710
2023
Q4 		$205K Sell
18,691
-6,066
-25% -$64K ﹤0.01% 639
2023
Q3 		$269K Sell
24,757
-5,941
-19% -$68.4K ﹤0.01% 560
2023
Q2 		$356K Sell
30,698
-5,266
-15% -$59.2K ﹤0.01% 531
2023
Q1 		$417K Sell
35,964
-44
-0.1% -$511 ﹤0.01% 471
2022
Q4 		$415K Buy
36,008
+5,835
+19% +$65.6K ﹤0.01% 465
2022
Q3 		$314K Sell
30,173
-7,203
-19% -$79.5K ﹤0.01% 495
2022
Q2 		$384K Sell
37,376
-12,389
-25% -$126K ﹤0.01% 498
2022
Q1 		$504K Sell
49,765
-6,796
-12% -$72K ﹤0.01% 536
2021
Q4 		$663K Sell
56,561
-1,233
-2% -$13.9K ﹤0.01% 533
2021
Q3 		$652K Sell
57,794
-6,259
-10% -$75K ﹤0.01% 527
2021
Q2 		$763K Buy
64,053
+9,107
+17% +$114K ﹤0.01% 533
2021
Q1 		$660K Buy
54,946
+1,809
+3% +$19.7K ﹤0.01% 472
2020
Q4 		$532K Buy
53,137
+15,353
+41% +$143K ﹤0.01% 493
2020
Q3 		$323K Buy
37,784
+3,343
+10% +$28.7K ﹤0.01% 480
2020
Q2 		$290K Buy
+34,441
New +$286K ﹤0.01% 475

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CI Investments Inc's MDU Position: Q1 2025 in Review

CI Investments Inc sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 360 shares — an estimated $6K sold.

CI Investments Inc first reported a position in MDU in Q2 2020 and held it in 19 quarters. The position peaked at $763K in Q2 2021. 403 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • CI Investments Inc reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • CI Investments Inc sold 360 MDU Resources shares in Q1 2025, an estimated $6K.
  • CI Investments Inc first reported a position in MDU Resources in Q2 2020 and held it in 19 quarters.
  • CI Investments Inc's MDU Resources position peaked at $763K in Q2 2021.
  • 403 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on CI Investments Inc's 13F filing for Q1 2025, filed 13 May 2025.