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Cresset Asset Management’s MDU Resources MDU Stock Holding History

Cresset Asset Management’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
-46,356
Closed -$707K – 2021
2024
Q3 		$707K Sell
46,356
-9,164
-17% -$130K ﹤0.01% 1341
2024
Q2 		$775K Buy
55,520
+14,328
+35% +$198K ﹤0.01% 1211
2024
Q1 		$577K Buy
41,192
+15,498
+60% +$179K ﹤0.01% 1274
2023
Q4 		$284K Buy
25,694
+2,567
+11% +$27.1K ﹤0.01% 1515
2023
Q3 		$252K Buy
23,127
+2,898
+14% +$33.4K ﹤0.01% 1512
2023
Q2 		$237K Buy
+20,229
New +$228K ﹤0.01% 1642

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cresset Asset Management's MDU Position: Q4 2024 in Review

Cresset Asset Management sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 46,356 shares — an estimated $707K sold.

Cresset Asset Management first reported a position in MDU in Q2 2023 and held it in 6 quarters. The position peaked at $775K in Q2 2024. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Cresset Asset Management reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 46,356 MDU Resources shares in Q4 2024, an estimated $707K.
  • Cresset Asset Management first reported a position in MDU Resources in Q2 2023 and held it in 6 quarters.
  • Cresset Asset Management's MDU Resources position peaked at $775K in Q2 2024.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.