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InceptionR’s MDU Resources MDU Stock Holding History

InceptionR’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
-14,126
Closed -$255K – 722
2024
Q4 		$255K Buy
+14,126
New +$248K 0.06% 508
2024
Q2 		– Sell
-57,457
Closed -$802K – 752
2024
Q1 		$802K Buy
57,457
+31,965
+125% +$370K 0.21% 186
2023
Q4 		$280K Buy
+25,492
New +$269K 0.2% 236
2023
Q3 		– Sell
-19,795
Closed -$230K – 505
2023
Q2 		$230K Sell
19,795
-37,647
-66% -$423K 0.12% 336
2023
Q1 		$666K Buy
+57,442
New +$667K 0.21% 184

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

InceptionR's MDU Position: Q1 2025 in Review

InceptionR sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 14,126 shares — an estimated $255K sold.

InceptionR first reported a position in MDU in Q1 2023 and held it in 5 quarters. The position peaked at $802K in Q1 2024. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • InceptionR reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • InceptionR sold 14,126 MDU Resources shares in Q1 2025, an estimated $255K.
  • InceptionR first reported a position in MDU Resources in Q1 2023 and held it in 5 quarters.
  • InceptionR's MDU Resources position peaked at $802K in Q1 2024.
  • 401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.