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Horizon Investments’s MDU Resources MDU Stock Holding History

Horizon 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
-85
Closed -$713 – 906
2024
Q3 		$713 Buy
+85
New +$1.21K ﹤0.01% 809
2022
Q4 		– Sell
-51,764
Closed -$538K – 556
2022
Q3 		$538K Buy
+51,764
New +$572K 0.02% 312
2022
Q2 		– Sell
-82,465
Closed -$836K – 510
2022
Q1 		$836K Buy
82,465
+14,164
+21% +$150K 0.02% 249
2021
Q4 		$801K Buy
+68,301
New +$770K 0.02% 243

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Investments's MDU Position: Q4 2024 in Review

Horizon Investments sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 85 shares — an estimated $713 sold.

Horizon Investments first reported a position in MDU in Q4 2021 and held it in 4 quarters. The position peaked at $836K in Q1 2022. 400 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Horizon Investments reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Horizon Investments sold 85 MDU Resources shares in Q4 2024, an estimated $713.
  • Horizon Investments first reported a position in MDU Resources in Q4 2021 and held it in 4 quarters.
  • Horizon Investments's MDU Resources position peaked at $836K in Q1 2022.
  • 400 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Horizon Investments's 13F filing for Q4 2024, filed 10 Feb 2025.