Retirement Systems of Alabama
MDU icon

Retirement Systems of Alabama’s MDU Resources MDU Stock Holding History

Retirement Systems of Alabama’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
-447,055
Closed -$6.79M – 946
2024
Q3 		$6.79M Sell
447,055
-7,170
-2% -$102K 0.03% 631
2024
Q2 		$6.32M Sell
454,225
-7,346
-2% -$101K 0.02% 634
2024
Q1 		$6.44M Buy
461,571
+1,211
+0.3% +$14K 0.02% 632
2023
Q4 		$5.05M Buy
460,360
+1,415
+0.3% +$14.9K 0.02% 698
2023
Q3 		$4.98M Sell
458,945
-14,738
-3% -$170K 0.02% 650
2023
Q2 		$5.5M Sell
473,683
-225,083
-32% -$2.53M 0.02% 654
2023
Q1 		$8.1M Sell
698,766
-6,101
-0.9% -$70.9K 0.04% 526
2022
Q4 		$8.13M Sell
704,867
-826,031
-54% -$9.28M 0.04% 532
2022
Q3 		$15.9M Sell
1,530,898
-4,358
-0.3% -$48.1K 0.07% 262
2022
Q2 		$15.8M Buy
1,535,256
+2,793
+0.2% +$28.4K 0.07% 286
2022
Q1 		$15.5M Buy
1,532,463
+2,704
+0.2% +$28.6K 0.06% 340
2021
Q4 		$17.9M Buy
1,529,759
+148,520
+11% +$1.67M 0.06% 311
2021
Q3 		$15.6M Sell
1,381,239
-3
-0% -$36 0.06% 340
2021
Q2 		$16.5M Buy
1,381,242
+1,007
+0.1% +$12.6K 0.06% 329
2021
Q1 		$16.6M Buy
1,380,235
+931
+0.1% +$10.1K 0.06% 324
2020
Q4 		$13.8M Sell
1,379,304
-1,102
-0.1% -$10.3K 0.05% 349
2020
Q3 		$11.8M Buy
1,380,406
+90,305
+7% +$775K 0.05% 334
2020
Q2 		$10.9M Buy
1,290,101
+1,894
+0.1% +$15.7K 0.05% 355
2020
Q1 		$10.5M Buy
1,288,207
+601,981
+88% +$6.34M 0.06% 305
2019
Q4 		$7.75M Buy
686,226
+5,722
+0.8% +$62.5K 0.03% 529
2019
Q3 		$7.29M Buy
680,504
+2,935
+0.4% +$30K 0.03% 524
2019
Q2 		$6.65M Buy
677,569
+6,254
+0.9% +$60.9K 0.03% 561
2019
Q1 		$6.59M Buy
671,315
+2,930
+0.4% +$28.4K 0.03% 554
2018
Q4 		$6.06M Buy
668,385
+2,193
+0.3% +$21.4K 0.03% 535
2018
Q3 		$6.51M Buy
666,192
+1,099
+0.2% +$11.8K 0.03% 580
2018
Q2 		$7.25M Buy
665,093
+810
+0.1% +$8.64K 0.04% 540
2018
Q1 		$7.11M Buy
664,283
+134
+0% +$1.36K 0.04% 537
2017
Q4 		$6.79M Buy
664,149
+1,426
+0.2% +$14.6K 0.03% 562
2017
Q3 		$6.54M Buy
662,723
+573
+0.1% +$5.72K 0.03% 573
2017
Q2 		$6.6M Sell
662,150
-947
-0.1% -$9.69K 0.04% 565
2017
Q1 		$6.9M Sell
663,097
-173
-0% -$1.81K 0.04% 528
2016
Q4 		$7.26M Buy
663,270
+1,388
+0.2% +$14.3K 0.04% 485
2016
Q3 		$6.4M Sell
661,882
-675
-0.1% -$6.16K 0.04% 530
2016
Q2 		$6.05M Buy
662,557
+386
+0.1% +$3.14K 0.04% 565
2016
Q1 		$4.9M Buy
662,171
+2,309
+0.3% +$15.6K 0.03% 643
2015
Q4 		$4.6M Buy
659,862
+9,284
+1% +$64.3K 0.03% 673
2015
Q3 		$4.25M Buy
650,578
+439
+0.1% +$2.99K 0.03% 705
2015
Q2 		$4.83M Buy
650,139
+1,254
+0.2% +$10.1K 0.03% 701
2015
Q1 		$5.26M Sell
648,885
-17,118
-3% -$145K 0.03% 669
2014
Q4 		$5.95M Hold
666,003
– – 0.03% 596
2014
Q3 		$7.04M Buy
666,003
+44,122
+7% +$525K 0.04% 497
2014
Q2 		$8.3M Buy
621,881
+2,672
+0.4% +$34.9K 0.05% 458
2014
Q1 		$8.08M Buy
619,209
+10,293
+2% +$128K 0.05% 465
2013
Q4 		$7.07M Hold
608,916
– – 0.04% 487
2013
Q3 		$6.48M Buy
608,916
+3,514
+0.6% +$37K 0.04% 506
2013
Q2 		$5.96M Buy
+605,402
New +$5.82M 0.04% 506

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

Retirement Systems of Alabama's MDU Position: Q4 2024 in Review

Retirement Systems of Alabama sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 447,055 shares — an estimated $6.79M sold.

Retirement Systems of Alabama first reported a position in MDU in Q2 2013 and held it in 46 quarters. The position peaked at $17.9M in Q4 2021. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Retirement Systems of Alabama reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Retirement Systems of Alabama sold 447,055 MDU Resources shares in Q4 2024, an estimated $6.79M.
  • Retirement Systems of Alabama first reported a position in MDU Resources in Q2 2013 and held it in 46 quarters.
  • Retirement Systems of Alabama's MDU Resources position peaked at $17.9M in Q4 2021.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Retirement Systems of Alabama's 13F filing for Q4 2024, filed 27 Jan 2025.