HFM
MDU icon

Harvest Fund Management’s MDU Resources MDU Stock Holding History

Harvest Fund 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
2025
Q1 		– Sell
-20,323
Closed -$366K – 769
2024
Q4 		$366K Buy
+20,323
New +$357K 0.02% 382
2024
Q3 		– Sell
-2,740
Closed -$38K – 691
2024
Q2 		$38K Buy
+2,740
New +$37.8K ﹤0.01% 503

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

Harvest Fund Management's MDU Position: Q1 2025 in Review

Harvest Fund Management sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 20,323 shares — an estimated $366K sold.

Harvest Fund Management first reported a position in MDU in Q2 2024 and held it in 2 quarters. The position peaked at $366K in Q4 2024. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • Harvest Fund Management reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • Harvest Fund Management sold 20,323 MDU Resources shares in Q1 2025, an estimated $366K.
  • Harvest Fund Management first reported a position in MDU Resources in Q2 2024 and held it in 2 quarters.
  • Harvest Fund Management's MDU Resources position peaked at $366K in Q4 2024.
  • 401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Harvest Fund Management's 13F filing for Q1 2025, filed 8 May 2025.