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Sherbrooke Park Advisers’s MDU Resources MDU Stock Holding History

Sherbrooke Park Advisers’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
Q2 		– Sell
-14,159
Closed -$239K – 674
2025
Q1 		$239K Sell
14,159
-51,018
-78% -$881K 0.11% 374
2024
Q4 		$1.17M Buy
65,177
+26,117
+67% +$458K 0.37% 30
2024
Q3 		$593K Sell
39,060
-39,156
-50% -$557K 0.14% 242
2024
Q2 		$1.09M Buy
78,216
+7,039
+10% +$97.2K 0.19% 159
2024
Q1 		$994K Buy
71,177
+52,098
+273% +$603K 0.19% 155
2023
Q4 		$209K Buy
+19,079
New +$201K 0.1% 325
2023
Q3 		– Sell
-68,751
Closed -$798K – 577
2023
Q2 		$798K Buy
68,751
+12,763
+23% +$144K 0.42% 67
2023
Q1 		$649K Buy
+55,988
New +$651K 0.98% 16

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Sherbrooke Park Advisers's MDU Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of MDU Resources (MDU) in Q2 2025, closing a stake of 14,159 shares — an estimated $239K sold.

Sherbrooke Park Advisers first reported a position in MDU in Q1 2023 and held it in 8 quarters. The position peaked at $1.17M in Q4 2024. 405 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining MDU Resources position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 14,159 MDU Resources shares in Q2 2025, an estimated $239K.
  • Sherbrooke Park Advisers first reported a position in MDU Resources in Q1 2023 and held it in 8 quarters.
  • Sherbrooke Park Advisers's MDU Resources position peaked at $1.17M in Q4 2024.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.