Claris Advisors’s MDU Resources MDU Stock Holding History

Claris 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
2024 Q4	–	Sell	-25	Closed	-$384	–	710
2024 Q3	$384	Buy	+25	New	+$356	﹤0.01%	752

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Claris Advisors's MDU Position: Q4 2024 in Review

Claris Advisors sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 25 shares — an estimated $384 sold.

Claris Advisors first reported a position in MDU in Q3 2024 and held it in 1 quarter. The position peaked at $384 in Q3 2024. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

Claris Advisors reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 25 MDU Resources shares in Q4 2024, an estimated $384.
Claris Advisors first reported a position in MDU Resources in Q3 2024 and held it in 1 quarter.
Claris Advisors's MDU Resources position peaked at $384 in Q3 2024.
398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.