Seven Eight Capital’s MDU Resources MDU Stock Holding History

Seven Eight 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	-56,047	Closed	-$851K	–	373
2024 Q3	$851K	Buy	+56,047	New	+$798K	0.08%	444
2022 Q2	–	Sell	-36,408	Closed	-$369K	–	533
2022 Q1	$369K	Buy	+36,408	New	+$386K	0.05%	371
2021 Q3	–	Sell	-45,592	Closed	-$543K	–	667
2021 Q2	$543K	Buy	+45,592	New	+$571K	0.08%	412
2020 Q1	–	Sell	-189,144	Closed	-$2.14M	–	604
2019 Q4	$2.14M	Buy	189,144 +52,335	+38%	+$571K	0.11%	284
2019 Q3	$1.47M	Sell	136,809 -115,715	-46%	-$1.18M	0.08%	359
2019 Q2	$2.48M	Buy	252,524 +224,592	+804%	+$2.19M	0.13%	226
2019 Q1	$274K	Sell	27,932 -65,484	-70%	-$636K	0.01%	493
2018 Q4	$847K	Buy	93,416 +59,927	+179%	+$585K	0.05%	363
2018 Q3	$327K	Buy	+33,489	New	+$358K	0.02%	504
2018 Q1	–	Sell	-38,659	Closed	-$395K	–	468
2017 Q4	$395K	Buy	+38,659	New	+$396K	0.04%	347
2017 Q1	–	Sell	-37,081	Closed	-$406K	–	619
2016 Q4	$406K	Buy	+37,081	New	+$383K	0.08%	322

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Seven Eight Capital's MDU Position: Q4 2024 in Review

Seven Eight Capital sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 56,047 shares — an estimated $851K sold.

Seven Eight Capital first reported a position in MDU in Q4 2016 and held it in 11 quarters. The position peaked at $2.48M in Q2 2019. 398 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

Seven Eight Capital reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 56,047 MDU Resources shares in Q4 2024, an estimated $851K.
Seven Eight Capital first reported a position in MDU Resources in Q4 2016 and held it in 11 quarters.
Seven Eight Capital's MDU Resources position peaked at $2.48M in Q2 2019.
398 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

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