Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s MDU Resources MDU Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	-121,000	Closed	-$2.18M	–	1199
2024 Q4	$2.18M	Sell	121,000 -97,405	-45%	-$1.71M	﹤0.01%	675
2024 Q3	$3.32M	Buy	218,405 +88,806	+69%	+$1.26M	0.01%	566
2024 Q2	$1.8M	Buy	+129,599	New	+$1.79M	0.01%	640
2024 Q1	–	Sell	-90,070	Closed	-$988K	–	1078
2023 Q4	$988K	Hold	90,070	–	–	﹤0.01%	774
2023 Q3	$977K	Sell	90,070 -204,867	-69%	-$2.36M	﹤0.01%	701
2023 Q2	$3.42M	Sell	294,937 -165,793	-36%	-$1.86M	0.01%	475
2023 Q1	$5.34M	Buy	460,730 +43,104	+10%	+$501K	0.03%	328
2022 Q4	$4.82M	Buy	+417,626	New	+$4.69M	0.02%	469
2022 Q3	–	Sell	-73,889	Closed	-$758K	–	1603
2022 Q2	$758K	Sell	73,889 -2,151	-3%	-$21.9K	﹤0.01%	1015
2022 Q1	$771K	Buy	+76,040	New	+$805K	﹤0.01%	1191
2021 Q4	–	Sell	-176,465	Closed	-$1.99M	–	1821
2021 Q3	$1.99M	Hold	176,465	–	–	﹤0.01%	850
2021 Q2	$2.1M	Buy	+176,465	New	+$2.21M	﹤0.01%	997
2020 Q4	–	Sell	-204,689	Closed	-$1.75M	–	1556
2020 Q3	$1.75M	Buy	+204,689	New	+$1.76M	0.01%	392

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MDU Position: Q1 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 121,000 shares — an estimated $2.18M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MDU in Q3 2020 and held it in 13 quarters. The position peaked at $5.34M in Q1 2023. 403 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 121,000 MDU Resources shares in Q1 2025, an estimated $2.18M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in MDU Resources in Q3 2020 and held it in 13 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's MDU Resources position peaked at $5.34M in Q1 2023.
403 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2025, filed 14 May 2025.