NMERB
MDU icon

New Mexico Educational Retirement Board’s MDU Resources MDU Stock Holding History

New Mexico Educational Retirement Board’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
2024
Q4 		– Sell
-74,908
Closed -$1.14M – 909
2024
Q3 		$1.14M Hold
74,908
– – 0.04% 581
2024
Q2 		$1.04M Hold
74,908
– – 0.04% 583
2024
Q1 		$1.05M Hold
74,908
– – 0.04% 594
2023
Q4 		$822K Hold
74,908
– – 0.03% 702
2023
Q3 		$813K Hold
74,908
– – 0.03% 640
2023
Q2 		$869K Sell
74,908
-21,872
-23% -$246K 0.04% 609
2023
Q1 		$1.12M Buy
96,780
+12,624
+15% +$147K 0.06% 410
2022
Q4 		$971K Hold
84,156
– – 0.05% 432
2022
Q3 		$875K Hold
84,156
– – 0.05% 448
2022
Q2 		$864K Sell
84,156
-25,247
-23% -$257K 0.04% 489
2022
Q1 		$1.11M Hold
109,403
– – 0.04% 542
2021
Q4 		$1.28M Hold
109,403
– – 0.04% 505
2021
Q3 		$1.23M Hold
109,403
– – 0.04% 522
2021
Q2 		$1.3M Buy
109,403
+17,094
+19% +$214K 0.04% 499
2021
Q1 		$1.11M Hold
92,309
– – 0.04% 482
2020
Q4 		$925K Sell
92,309
-16,042
-15% -$150K 0.04% 517
2020
Q3 		$927K Sell
108,351
-17,095
-14% -$147K 0.04% 466
2020
Q2 		$1.06M Hold
125,446
– – 0.05% 427
2020
Q1 		$1.03M Buy
125,446
+36,293
+41% +$382K 0.06% 354
2019
Q4 		$1.01M Hold
89,153
– – 0.04% 480
2019
Q3 		$956K Hold
89,153
– – 0.04% 469
2019
Q2 		$875K Sell
89,153
-15,253
-15% -$149K 0.04% 522
2019
Q1 		$1.02M Hold
104,406
– – 0.04% 482
2018
Q4 		$946K Sell
104,406
-16,043
-13% -$157K 0.05% 462
2018
Q3 		$1.18M Hold
120,449
– – 0.04% 498
2018
Q2 		$1.31M Sell
120,449
-21,039
-15% -$224K 0.05% 431
2018
Q1 		$1.51M Buy
141,488
+14,465
+11% +$147K 0.06% 407
2017
Q4 		$1.3M Buy
+127,023
New +$1.3M 0.05% 469

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Mexico Educational Retirement Board's MDU Position: Q4 2024 in Review

New Mexico Educational Retirement Board sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 74,908 shares — an estimated $1.14M sold.

New Mexico Educational Retirement Board first reported a position in MDU in Q4 2017 and held it in 28 quarters. The position peaked at $1.51M in Q1 2018. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • New Mexico Educational Retirement Board reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • New Mexico Educational Retirement Board sold 74,908 MDU Resources shares in Q4 2024, an estimated $1.14M.
  • New Mexico Educational Retirement Board first reported a position in MDU Resources in Q4 2017 and held it in 28 quarters.
  • New Mexico Educational Retirement Board's MDU Resources position peaked at $1.51M in Q1 2018.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on New Mexico Educational Retirement Board's 13F filing for Q4 2024, filed 30 Jan 2025.