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Mendota Financial Group’s MDU Resources MDU Stock Holding History

Mendota Financial Group’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
-2,215
Closed -$39.9K – 259
2024
Q4 		$39.9K Sell
2,215
-1,787
-45% -$31.3K 0.03% 174
2024
Q3 		$60.8K Sell
4,002
-6,684
-63% -$95.2K 0.03% 159
2024
Q2 		$149K Hold
10,686
– – 0.08% 82
2024
Q1 		$149K Buy
10,686
+2,645
+33% +$30.6K 0.09% 83
2023
Q4 		$88.2K Sell
8,041
-289
-3% -$3.05K 0.07% 157
2023
Q3 		$90.4K Hold
8,330
– – 0.09% 103
2023
Q2 		$96.6K Sell
8,330
-5,666
-40% -$63.7K 0.11% 94
2023
Q1 		$142K Sell
13,996
-45
-0.3% -$523 0.14% 62
2022
Q4 		$162K Buy
+14,041
New +$158K 0.21% 42

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

Mendota Financial Group's MDU Position: Q1 2025 in Review

Mendota Financial Group sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 2,215 shares — an estimated $39.9K sold.

Mendota Financial Group first reported a position in MDU in Q4 2022 and held it in 9 quarters. The position peaked at $162K in Q4 2022. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • Mendota Financial Group reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 2,215 MDU Resources shares in Q1 2025, an estimated $39.9K.
  • Mendota Financial Group first reported a position in MDU Resources in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's MDU Resources position peaked at $162K in Q4 2022.
  • 401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.