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State of Michigan Retirement System’s MDU Resources MDU Stock Holding History

State of Michigan Retirement System’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
-87,398
Closed -$1.33M – 959
2024
Q3 		$1.33M Sell
87,398
-1,264
-1% -$18K 0.01% 780
2024
Q2 		$1.23M Sell
88,662
-1,624
-2% -$22.4K 0.01% 789
2024
Q1 		$1.26M Buy
90,286
+2,166
+2% +$25.1K 0.01% 783
2023
Q4 		$967K Buy
88,120
+180
+0.2% +$1.9K 0.01% 845
2023
Q3 		$954K Sell
87,940
-2,527
-3% -$29.1K 0.01% 808
2023
Q2 		$1.05M Sell
90,467
-44,762
-33% -$503K 0.01% 800
2023
Q1 		$1.57M Sell
135,229
-1,052
-0.8% -$12.2K 0.01% 663
2022
Q4 		$1.57M Buy
136,281
+1,578
+1% +$17.7K 0.01% 651
2022
Q3 		$1.4M Sell
134,703
-1,315
-1% -$14.5K 0.01% 655
2022
Q2 		$1.4M Buy
136,018
+263
+0.2% +$2.67K 0.01% 672
2022
Q1 		$1.38M Buy
135,755
+295
+0.2% +$3.12K 0.01% 713
2021
Q4 		$1.59M Buy
135,460
+2,104
+2% +$23.7K 0.01% 707
2021
Q3 		$1.5M Hold
133,356
– – 0.01% 716
2021
Q2 		$1.59M Sell
133,356
-62,065
-32% -$778K 0.01% 714
2021
Q1 		$2.35M Buy
195,421
+3,418
+2% +$37.3K 0.01% 649
2020
Q4 		$1.92M Hold
192,003
– – 0.01% 661
2020
Q3 		$1.64M Hold
192,003
– – 0.01% 644
2020
Q2 		$1.62M Buy
192,003
+45,881
+31% +$381K 0.01% 608
2020
Q1 		$1.2M Sell
146,122
-8,941
-6% -$94.1K 0.01% 579
2019
Q4 		$1.75M Buy
155,063
+3,156
+2% +$34.5K 0.01% 607
2019
Q3 		$1.63M Sell
151,907
-2,367
-2% -$24.2K 0.01% 599
2019
Q2 		$1.51M Sell
154,274
-29,455
-16% -$287K 0.01% 626
2019
Q1 		$1.8M Hold
183,729
– – 0.01% 618
2018
Q4 		$1.67M Sell
183,729
-6,838
-4% -$66.7K 0.01% 599
2018
Q3 		$1.86M Buy
190,567
+1,315
+0.7% +$14.1K 0.01% 643
2018
Q2 		$2.06M Buy
189,252
+2,104
+1% +$22.4K 0.02% 602
2018
Q1 		$2M Buy
187,148
+2,630
+1% +$26.7K 0.02% 608
2017
Q4 		$1.89M Sell
184,518
-8,679
-4% -$88.9K 0.01% 621
2017
Q3 		$1.91M Sell
193,197
-18,409
-9% -$184K 0.02% 616
2017
Q2 		$2.11M Buy
211,606
+2,893
+1% +$29.6K 0.02% 612
2017
Q1 		$2.17M Buy
208,713
+1,841
+0.9% +$19.2K 0.02% 598
2016
Q4 		$2.26M Buy
206,872
+263
+0.1% +$2.72K 0.02% 590
2016
Q3 		$2M Buy
206,609
+526
+0.3% +$4.8K 0.02% 617
2016
Q2 		$1.88M Buy
206,083
+1,052
+0.5% +$8.57K 0.01% 628
2016
Q1 		$1.52M Buy
205,031
+2,104
+1% +$14.2K 0.01% 677
2015
Q4 		$1.41M Sell
202,927
-30,770
-13% -$213K 0.01% 697
2015
Q3 		$1.53M Buy
233,697
+263
+0.1% +$1.79K 0.01% 718
2015
Q2 		$1.73M Buy
233,434
+1,578
+0.7% +$12.7K 0.01% 726
2015
Q1 		$1.88M Sell
231,856
-11,045
-5% -$93.7K 0.01% 696
2014
Q4 		$2.17M Buy
242,901
+789
+0.3% +$7.61K 0.01% 655
2014
Q3 		$2.56M Buy
242,112
+4,733
+2% +$56.3K 0.02% 596
2014
Q2 		$3.17M Buy
237,379
+2,893
+1% +$37.8K 0.02% 527
2014
Q1 		$3.06M Buy
234,486
+2,104
+0.9% +$26.1K 0.02% 514
2013
Q4 		$2.7M Buy
232,382
+1,052
+0.5% +$11.9K 0.02% 546
2013
Q3 		$2.46M Buy
231,330
+2,893
+1% +$30.5K 0.02% 548
2013
Q2 		$2.25M Buy
+228,437
New +$2.2M 0.02% 547

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Michigan Retirement System's MDU Position: Q4 2024 in Review

State of Michigan Retirement System sold out of MDU Resources (MDU) in Q4 2024, closing a stake of 87,398 shares — an estimated $1.33M sold.

State of Michigan Retirement System first reported a position in MDU in Q2 2013 and held it in 46 quarters. The position peaked at $3.17M in Q2 2014. 400 funds tracked by Wall St. Rank hold MDU as of Q4 2024.

  • State of Michigan Retirement System reported no remaining MDU Resources position as of Q4 2024 after selling out during the quarter.
  • State of Michigan Retirement System sold 87,398 MDU Resources shares in Q4 2024, an estimated $1.33M.
  • State of Michigan Retirement System first reported a position in MDU Resources in Q2 2013 and held it in 46 quarters.
  • State of Michigan Retirement System's MDU Resources position peaked at $3.17M in Q2 2014.
  • 400 funds tracked by Wall St. Rank held MDU Resources as of Q4 2024.

Based on State of Michigan Retirement System's 13F filing for Q4 2024, filed 6 Feb 2025.