MFA
MDU icon

McClarren Financial Advisors’s MDU Resources MDU Stock Holding History

McClarren Financial Advisors’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
-439
Closed -$7K – 339
2024
Q4 		$7K Buy
+439
New +$7.7K 0.02% 163
2024
Q3 		– Sell
-45
Closed -$10K – 315
2024
Q2 		$10K Sell
45
-737
-94% -$10.2K 0.01% 243
2024
Q1 		$11K Buy
782
+6
+0.8% +$69 0.01% 237
2023
Q4 		$9K Buy
776
+5
+0.6% +$53 0.01% 275
2023
Q3 		$8K Buy
771
+9
+1% +$104 0.01% 262
2023
Q2 		$8K Sell
762
-340
-31% -$3.82K 0.01% 263
2023
Q1 		$12K Buy
1,102
+8
+0.7% +$93 0.01% 234
2022
Q4 		$12K Buy
1,094
+8
+0.7% +$90 0.01% 242
2022
Q3 		$11K Buy
+1,086
New +$12K 0.01% 231
2022
Q2 		– Sell
-1,068
Closed -$10K – 169
2022
Q1 		$10K Buy
1,068
+6
+0.6% +$64 0.01% 209
2021
Q4 		$13K Buy
1,062
+7
+0.7% +$79 0.01% 225
2021
Q3 		$11K Buy
1,055
+8
+0.8% +$96 0.01% 210
2021
Q2 		$12K Buy
1,047
+6
+0.6% +$75 0.01% 218
2021
Q1 		$13K Buy
1,041
+2
+0.2% +$22 0.01% 186
2020
Q4 		$10K Buy
+1,039
New +$9.71K 0.01% 168

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 $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

McClarren Financial Advisors's MDU Position: Q1 2025 in Review

McClarren Financial Advisors sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 439 shares — an estimated $7K sold.

McClarren Financial Advisors first reported a position in MDU in Q4 2020 and held it in 15 quarters. The position peaked at $13K in Q4 2021. 403 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • McClarren Financial Advisors reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 439 MDU Resources shares in Q1 2025, an estimated $7K.
  • McClarren Financial Advisors first reported a position in MDU Resources in Q4 2020 and held it in 15 quarters.
  • McClarren Financial Advisors's MDU Resources position peaked at $13K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.