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iSAM Funds (UK)’s MDU Resources MDU Stock Holding History

iSAM Funds (UK)’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
-13,236
Closed -$239K – 383
2024
Q4 		$239K Buy
+13,236
New +$232K 0.18% 209
2023
Q2 		– Sell
-41,163
Closed -$477K – 242
2023
Q1 		$477K Buy
+41,163
New +$478K 0.61% 68

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

iSAM Funds (UK)'s MDU Position: Q1 2025 in Review

iSAM Funds (UK) sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 13,236 shares — an estimated $239K sold.

iSAM Funds (UK) first reported a position in MDU in Q1 2023 and held it in 2 quarters. The position peaked at $477K in Q1 2023. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • iSAM Funds (UK) reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • iSAM Funds (UK) sold 13,236 MDU Resources shares in Q1 2025, an estimated $239K.
  • iSAM Funds (UK) first reported a position in MDU Resources in Q1 2023 and held it in 2 quarters.
  • iSAM Funds (UK)'s MDU Resources position peaked at $477K in Q1 2023.
  • 401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on iSAM Funds (UK)'s 13F filing for Q1 2025, filed 15 May 2025.