Neo Ivy Capital Management’s MDU Resources MDU Stock Holding History

Neo Ivy Capital Management’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 Q4	–	Sell	-3,080	Closed	-$54.9K	–	461
2025 Q3	$54.9K	Buy	+3,080	New	+$51.4K	0.01%	340
2025 Q1	–	Sell	-72,471	Closed	-$1.3M	–	371
2024 Q4	$1.3M	Buy	+72,471	New	+$1.27M	0.26%	147
2024 Q3	–	Sell	-46,518	Closed	-$647K	–	348
2024 Q2	$647K	Buy	+46,518	New	+$642K	0.13%	175
2023 Q4	–	Sell	-16,750	Closed	-$182K	–	395
2023 Q3	$182K	Buy	+16,750	New	+$193K	0.08%	234
2021 Q3	–	Sell	-41,481	Closed	-$494K	–	565
2021 Q2	$494K	Buy	41,481 +4,457	+12%	+$55.9K	0.5%	61
2021 Q1	$445K	Buy	+37,024	New	+$404K	0.49%	61
2020 Q4	–	Sell	-15,032	Closed	-$128K	–	517
2020 Q3	$128K	Buy	+15,032	New	+$129K	0.13%	252
2020 Q2	–	Sell	-26,244	Closed	-$215K	–	541
2020 Q1	$215K	Buy	+26,244	New	+$276K	0.35%	101
2019 Q2	–	Sell	-14,330	Closed	-$140K	–	358
2019 Q1	$140K	Buy	+14,330	New	+$139K	0.08%	216

Other funds holding MDU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

First Trust Advisors

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