F1I
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Fund 1 Investments’s MDU Resources MDU Stock Holding History

Fund 1 Investments’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
-198,550
Closed -$3.02M – 88
2024
Q3 		$3.02M Sell
198,550
-198,514
-50% -$2.83M 0.28% 38
2024
Q2 		$5.52M Buy
+397,064
New +$5.48M 0.6% 30

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

Fund 1 Investments's MDU Position: Q4 2024 in Review

Fund 1 Investments sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 198,550 shares — an estimated $3.02M sold.

Fund 1 Investments first reported a position in MDU in Q2 2024 and held it in 2 quarters. The position peaked at $5.52M in Q2 2024. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Fund 1 Investments reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Fund 1 Investments sold 198,550 MDU Resources shares in Q4 2024, an estimated $3.02M.
  • Fund 1 Investments first reported a position in MDU Resources in Q2 2024 and held it in 2 quarters.
  • Fund 1 Investments's MDU Resources position peaked at $5.52M in Q2 2024.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Fund 1 Investments's 13F filing for Q4 2024, filed 14 Feb 2025.