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

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State Street
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CM
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Morgan Stanley
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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