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 $6.73T AUM 46.02% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Neo Ivy Capital Management's MDU Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 3,080 shares — an estimated $54.9K sold.

Neo Ivy Capital Management first reported a position in MDU in Q1 2019 and held it in 9 quarters. The position peaked at $1.3M in Q4 2024. 416 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

Neo Ivy Capital Management reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 3,080 MDU Resources shares in Q4 2025, an estimated $54.9K.
Neo Ivy Capital Management first reported a position in MDU Resources in Q1 2019 and held it in 9 quarters.
Neo Ivy Capital Management's MDU Resources position peaked at $1.3M in Q4 2024.
416 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.