Lee, Danner & Bass’s MDU Resources MDU Stock Holding History

Lee, Danner & Bass’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	-4,300	Closed	-$77.5K	–	523
2024 Q4	$77.5K	Buy	+4,300	New	+$75.4K	0.01%	304

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lee, Danner & Bass's MDU Position: Q1 2025 in Review

Lee, Danner & Bass sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 4,300 shares — an estimated $77.5K sold.

Lee, Danner & Bass first reported a position in MDU in Q4 2024 and held it in 1 quarter. The position peaked at $77.5K in Q4 2024. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

Lee, Danner & Bass reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 4,300 MDU Resources shares in Q1 2025, an estimated $77.5K.
Lee, Danner & Bass first reported a position in MDU Resources in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's MDU Resources position peaked at $77.5K in Q4 2024.
401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.