Fernwood Investment Management’s MDU Resources MDU Stock Holding History

Fernwood Investment 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	$1.21M	Sell	67,412 -58,768	-47%	-$1.03M	0.42%	54
2024 Q3	$1.92M	Buy	126,180 +9	+0%	+$128	0.62%	43
2024 Q2	$1.75M	Sell	126,171 -181	-0.1%	-$2.5K	0.54%	48
2024 Q1	$1.76M	Sell	126,352 -3,251	-3%	-$37.6K	0.51%	51
2023 Q4	$1.42M	Buy	129,603 +545	+0.4%	+$5.75K	0.47%	60
2023 Q3	$1.4M	Buy	129,058 +28,610	+28%	+$329K	0.5%	57
2023 Q2	$1.17M	Buy	100,448 +74,149	+282%	+$834K	0.41%	72
2023 Q1	$305K	Hold	26,299	–	–	0.12%	148
2022 Q4	$303K	Buy	+26,299	New	+$296K	0.13%	149

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

Fernwood Investment Management's MDU Position: Q4 2024 in Review

Fernwood Investment Management reduced its MDU Resources (MDU) stake by 47% in Q4 2024, selling an estimated $1.03M and leaving 67,412 shares worth $1.21M. The position accounts for 0.42% of the portfolio, ranked #54.

Fernwood Investment Management first reported a position in MDU in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.92M in Q3 2024. 399 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

Fernwood Investment Management held 67,412 shares of MDU Resources worth $1.21M as of Q4 2024.
Fernwood Investment Management sold 58,768 MDU Resources shares in Q4 2024, an estimated $1.03M.
MDU Resources made up 0.42% of Fernwood Investment Management's portfolio in Q4 2024, its #54 holding.
Fernwood Investment Management first reported a position in MDU Resources in Q4 2022 and has held it in 9 quarters since.
Fernwood Investment Management's MDU Resources position peaked at $1.92M in Q3 2024.
399 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.