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Concourse Financial Group Securities’s MDU Resources MDU Stock Holding History

Concourse Financial Group Securities’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
-400
Closed -$7.27K – 1264
2024
Q4 		$7.27K Sell
400
-322
-45% -$5.65K ﹤0.01% 1793
2024
Q3 		$11K Sell
722
-334
-32% -$4.75K ﹤0.01% 1673
2024
Q2 		$14.8K Hold
1,056
– – ﹤0.01% 1589
2024
Q1 		$14.8K Hold
1,056
– – ﹤0.01% 1595
2023
Q4 		$11.7K Sell
1,056
-123
-10% -$1.3K ﹤0.01% 1645
2023
Q3 		$12.9K Buy
1,179
+45
+4% +$518 ﹤0.01% 1571
2023
Q2 		$13.3K Sell
1,134
-733
-39% -$8.24K ﹤0.01% 1576
2023
Q1 		$21.8K Sell
1,867
-7,422
-80% -$86.2K ﹤0.01% 1435
2022
Q4 		$108K Hold
9,289
– – 0.01% 815
2022
Q3 		$97K Hold
9,289
– – 0.01% 733
2022
Q2 		$96K Sell
9,289
-1,380
-13% -$14K 0.01% 828
2022
Q1 		$109K Hold
10,669
– – 0.01% 831
2021
Q4 		$126K Buy
10,669
+591
+6% +$6.66K 0.01% 895
2021
Q3 		$115K Buy
10,078
+7,422
+279% +$88.9K 0.01% 925
2021
Q2 		$32K Buy
2,656
+1,052
+66% +$13.2K ﹤0.01% 1478
2021
Q1 		$19K Buy
1,604
+13
+0.8% +$142 ﹤0.01% 1582
2020
Q4 		$16K Buy
1,591
+66
+4% +$617 ﹤0.01% 1542
2020
Q3 		$13K Hold
1,525
– – ﹤0.01% 1493
2020
Q2 		$13K Buy
1,525
+92
+6% +$765 ﹤0.01% 1428
2020
Q1 		$12K Sell
1,433
-1,171
-45% -$12.3K ﹤0.01% 1402
2019
Q4 		$30K Buy
2,604
+2,117
+435% +$23.1K ﹤0.01% 1127
2019
Q3 		$5K Sell
487
-1,023
-68% -$10.4K ﹤0.01% 1320
2019
Q2 		$15K Buy
1,510
+8
+0.5% +$78 ﹤0.01% 1363
2019
Q1 		$14K Buy
1,502
+8
+0.5% +$78 ﹤0.01% 1399
2018
Q4 		$13K Buy
+1,494
New +$14.6K ﹤0.01% 1330

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

Concourse Financial Group Securities's MDU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 400 shares — an estimated $7.27K sold.

Concourse Financial Group Securities first reported a position in MDU in Q4 2018 and held it in 25 quarters. The position peaked at $126K in Q4 2021. 402 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 400 MDU Resources shares in Q1 2025, an estimated $7.27K.
  • Concourse Financial Group Securities first reported a position in MDU Resources in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's MDU Resources position peaked at $126K in Q4 2021.
  • 402 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.