Redwood Investment Management’s MDU Resources MDU Stock Holding History

Redwood Investment 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 Q1	–	Sell	-2,819	Closed	-$465K	–	337
2024 Q4	$465K	Sell	2,819 -32,333	-92%	-$567K	0.05%	267
2024 Q3	$534K	Sell	35,152 -3,112	-8%	-$44.3K	0.05%	257
2024 Q2	$539K	Buy	+38,264	New	+$528K	0.05%	274
2024 Q1	–	Sell	-293,325	Closed	-$3.22M	–	366
2023 Q4	$3.22M	Sell	293,325 -2,007	-0.7%	-$21.2K	0.29%	68
2023 Q3	$3.2M	Sell	295,332 -54,926	-16%	-$632K	0.28%	69
2023 Q2	$2.78M	Buy	350,258 +45,504	+15%	+$512K	0.29%	83
2023 Q1	$3.53M	Buy	304,754 +55,688	+22%	+$647K	0.38%	74
2022 Q4	$2.87M	Buy	249,066 +4,463	+2%	+$50.1K	0.38%	78
2022 Q3	$2.54M	Buy	+244,603	New	+$2.7M	0.53%	32

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Redwood Investment Management's MDU Position: Q1 2025 in Review

Redwood Investment Management sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 2,819 shares — an estimated $465K sold.

Redwood Investment Management first reported a position in MDU in Q3 2022 and held it in 9 quarters. The position peaked at $3.53M in Q1 2023. 402 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

Redwood Investment Management reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
Redwood Investment Management sold 2,819 MDU Resources shares in Q1 2025, an estimated $465K.
Redwood Investment Management first reported a position in MDU Resources in Q3 2022 and held it in 9 quarters.
Redwood Investment Management's MDU Resources position peaked at $3.53M in Q1 2023.
402 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Redwood Investment Management's 13F filing for Q1 2025, filed 14 May 2025.