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Concurrent Investment Advisors’s MDU Resources MDU Stock Holding History

Concurrent Investment 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
-16,288
Closed -$294K – 1298
2024
Q4 		$294K Buy
+16,288
New +$286K 0.01% 836

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

Concurrent Investment Advisors's MDU Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 16,288 shares — an estimated $294K sold.

Concurrent Investment Advisors first reported a position in MDU in Q4 2024 and held it in 1 quarter. The position peaked at $294K in Q4 2024. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 16,288 MDU Resources shares in Q1 2025, an estimated $294K.
  • Concurrent Investment Advisors first reported a position in MDU Resources in Q4 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's MDU Resources position peaked at $294K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.