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Sasco Capital’s MDU Resources MDU Stock Holding History

Sasco Capital’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
-2,136,851
Closed -$32.4M – 24
2024
Q3 		$32.4M Sell
2,136,851
-352,986
-14% -$5.03M 4.86% 1
2024
Q2 		$34.6M Sell
2,489,837
-258,638
-9% -$3.57M 4.89% 1
2024
Q1 		$38.4M Buy
2,748,475
+294,088
+12% +$3.4M 5.13% 1
2023
Q4 		$26.9M Sell
2,454,387
-340,730
-12% -$3.6M 3.16% 9
2023
Q3 		$30.3M Buy
2,795,117
+936,471
+50% +$10.8M 3.91% 2
2023
Q2 		$21.6M Sell
1,858,646
-429,751
-19% -$4.83M 2.56% 20
2023
Q1 		$26.5M Buy
2,288,397
+903,066
+65% +$10.5M 3.26% 12
2022
Q4 		$16M Buy
+1,385,331
New +$15.6M 2.03% 29

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

Sasco Capital's MDU Position: Q4 2024 in Review

Sasco Capital sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 2,136,851 shares — an estimated $32.4M sold.

Sasco Capital first reported a position in MDU in Q4 2022 and held it in 8 quarters. The position peaked at $38.4M in Q1 2024. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • Sasco Capital reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • Sasco Capital sold 2,136,851 MDU Resources shares in Q4 2024, an estimated $32.4M.
  • Sasco Capital first reported a position in MDU Resources in Q4 2022 and held it in 8 quarters.
  • Sasco Capital's MDU Resources position peaked at $38.4M in Q1 2024.
  • 398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on Sasco Capital's 13F filing for Q4 2024.