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Innealta Capital’s MDU Resources MDU Stock Holding History

Innealta Capital’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
-16,770
Closed -$255K – 142
2024
Q3 		$255K Sell
16,770
-354
-2% -$5.04K 0.1% 104
2024
Q2 		$238K Buy
+17,124
New +$236K 0.08% 108

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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Innealta Capital's MDU Position: Q4 2024 in Review

Innealta Capital sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 16,770 shares — an estimated $255K sold.

Innealta Capital first reported a position in MDU in Q2 2024 and held it in 2 quarters. The position peaked at $255K in Q3 2024. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Innealta Capital reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Innealta Capital sold 16,770 MDU Resources shares in Q4 2024, an estimated $255K.
  • Innealta Capital first reported a position in MDU Resources in Q2 2024 and held it in 2 quarters.
  • Innealta Capital's MDU Resources position peaked at $255K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Innealta Capital's 13F filing for Q4 2024, filed 7 Feb 2025.