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Lindbrook Capital’s MDU Resources MDU Stock Holding History

Lindbrook 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
2025
Q1 		$20K Buy
1,182
+753
+176% +$13K ﹤0.01% 1354
2024
Q4 		$7.73K Sell
429
-163
-28% -$2.86K ﹤0.01% 1791
2024
Q3 		$8.99K Hold
592
– – ﹤0.01% 1728
2024
Q2 		$8.23K Buy
592
+25
+4% +$345 ﹤0.01% 1741
2024
Q1 		$7.91K Buy
567
+25
+5% +$289 ﹤0.01% 1685
2023
Q4 		$5.94K Buy
542
+455
+523% +$4.8K ﹤0.01% 1793
2023
Q3 		$940 Sell
87
-101
-54% -$1.16K ﹤0.01% 2373
2023
Q2 		$2.18K Sell
188
-154
-45% -$1.73K ﹤0.01% 2121
2023
Q1 		$3.96K Buy
342
+216
+171% +$2.51K ﹤0.01% 1950
2022
Q4 		$1.46K Hold
126
– – ﹤0.01% 2369
2022
Q3 		$1K Hold
126
– – ﹤0.01% 2403
2022
Q2 		$1K Sell
126
-134
-52% -$1.36K ﹤0.01% 2295
2022
Q1 		$3K Buy
260
+84
+48% +$889 ﹤0.01% 1840
2021
Q4 		$2K Hold
176
– – ﹤0.01% 1795
2021
Q3 		$2K Hold
176
– – ﹤0.01% 1565
2021
Q2 		$2K Hold
176
– – ﹤0.01% 1611
2021
Q1 		$2K Hold
176
– – ﹤0.01% 1566
2020
Q4 		$2K Hold
176
– – ﹤0.01% 1473
2020
Q3 		$2K Hold
176
– – ﹤0.01% 1405
2020
Q2 		$1K Sell
176
-602
-77% -$5K ﹤0.01% 1588
2020
Q1 		$6K Buy
778
+99
+15% +$1.04K ﹤0.01% 926
2019
Q4 		$8K Sell
679
-639
-48% -$6.98K ﹤0.01% 987
2019
Q3 		$14K Hold
1,318
– – 0.01% 813
2019
Q2 		$12K Hold
1,318
– – ﹤0.01% 841
2019
Q1 		$12K Buy
1,318
+495
+60% +$4.81K ﹤0.01% 846
2018
Q4 		$7K Buy
+823
New +$8.03K ﹤0.01% 919

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
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 $3.37T AUM 44.26% 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

Lindbrook Capital's MDU Position: Q1 2025 in Review

Lindbrook Capital increased its MDU Resources (MDU) stake by 176% in Q1 2025, buying an estimated $13K and bringing the position to 1,182 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Lindbrook Capital first reported a position in MDU in Q4 2018 and has held it in 26 quarters since. 402 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • Lindbrook Capital held 1,182 shares of MDU Resources worth $20K as of Q1 2025.
  • Lindbrook Capital bought 753 MDU Resources shares in Q1 2025, an estimated $13K.
  • MDU Resources made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1354 holding.
  • Lindbrook Capital first reported a position in MDU Resources in Q4 2018 and has held it in 26 quarters since.
  • 402 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.