GT
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Greenleaf Trust’s MDU Resources MDU Stock Holding History

Greenleaf Trust’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
Q2 		– Sell
-10,257
Closed -$173K – 827
2025
Q1 		$173K Sell
10,257
-82
-0.8% -$1.42K ﹤0.01% 782
2024
Q4 		$186K Sell
10,339
-8,175
-44% -$143K ﹤0.01% 787
2024
Q3 		$281K Buy
18,514
+1,607
+10% +$22.9K ﹤0.01% 687
2024
Q2 		$235K Hold
16,907
– – ﹤0.01% 703
2024
Q1 		$236K Buy
+16,907
New +$196K ﹤0.01% 691
2023
Q4 		– Sell
-18,149
Closed -$197K – 778
2023
Q3 		$197K Buy
18,149
+494
+3% +$5.69K ﹤0.01% 719
2023
Q2 		$205K Sell
17,655
-7,389
-30% -$83.1K ﹤0.01% 722
2023
Q1 		$290K Buy
25,044
+799
+3% +$9.28K ﹤0.01% 614
2022
Q4 		$280K Sell
24,245
-447
-2% -$5.02K ﹤0.01% 607
2022
Q3 		$257K Buy
+24,692
New +$273K ﹤0.01% 589

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return