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Richard W. Paul & Associates’s MDU Resources MDU Stock Holding History

Richard W. Paul & Associates’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
-70
Closed -$1.26K – 444
2024
Q4 		$1.26K Sell
70
-56
-44% -$982 ﹤0.01% 449
2024
Q3 		$1.92K Hold
126
– – ﹤0.01% 419
2024
Q2 		$1.76K Hold
126
– – ﹤0.01% 424
2024
Q1 		$1.76K Hold
126
– – ﹤0.01% 436
2023
Q4 		$1.39K Hold
126
– – ﹤0.01% 434
2023
Q3 		$1.37K Hold
126
– – ﹤0.01% 429
2023
Q2 		$1.47K Sell
126
-58
-32% -$652 ﹤0.01% 451
2023
Q1 		$2.13K Hold
184
– – ﹤0.01% 431
2022
Q4 		$2.12K Buy
+184
New +$2.07K ﹤0.01% 421

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Richard W. Paul & Associates's MDU Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 70 shares — an estimated $1.26K sold.

Richard W. Paul & Associates first reported a position in MDU in Q4 2022 and held it in 9 quarters. The position peaked at $2.13K in Q1 2023. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 70 MDU Resources shares in Q1 2025, an estimated $1.26K.
  • Richard W. Paul & Associates first reported a position in MDU Resources in Q4 2022 and held it in 9 quarters.
  • Richard W. Paul & Associates's MDU Resources position peaked at $2.13K in Q1 2023.
  • 401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.